IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$348M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.21M
3
+$2.91M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.21M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.27M

Top Sells

1
+$31.4M
2
+$25M
3
+$15.3M
4
BCSF icon
Bain Capital Specialty
BCSF
+$10.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.44M

Sector Composition

1 Technology 9.85%
2 Consumer Discretionary 5.1%
3 Financials 4.05%
4 Communication Services 3.77%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$94K 0.01%
12,935
-80
777
$90K 0.01%
180
778
$89K 0.01%
13,383
+76
779
$87K 0.01%
15,340
+100
780
$85K 0.01%
11,085
-464
781
$77K 0.01%
2,595
+1,200
782
$75K 0.01%
12,000
+1,000
783
$74K 0.01%
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784
$70K 0.01%
2,000
785
$70K 0.01%
11,210
-200
786
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1,150
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787
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13,225
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788
$58K ﹤0.01%
30,525
789
$54K ﹤0.01%
2,583
790
$44K ﹤0.01%
+33,200
791
$41K ﹤0.01%
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792
$40K ﹤0.01%
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793
$33K ﹤0.01%
1,300
-300
794
– –
0
795
$26K ﹤0.01%
123,000
796
$21K ﹤0.01%
40,016
-20,000
797
$13K ﹤0.01%
1,258
-303
798
$13K ﹤0.01%
500
799
$9K ﹤0.01%
1,350
800
$8K ﹤0.01%
16,113
+3,000
30 31
32
33 34