IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,377
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.11M
3
+$3.71M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.9M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.51M

Top Sells

1
+$4.35M
2
+$3.97M
3
+$2.19M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M

Sector Composition

1 Technology 7.72%
2 Healthcare 7.1%
3 Financials 6.67%
4 Industrials 6.42%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$10K 0.01%
330
-1,112
827
$10K 0.01%
1,127
828
$10K 0.01%
143
829
$10K 0.01%
85
-110
830
$10K 0.01%
81
831
$10K 0.01%
+448
832
$10K 0.01%
112
+55
833
$10K 0.01%
876
834
$10K 0.01%
600
835
$10K 0.01%
+251
836
$10K 0.01%
156
-127
837
$10K 0.01%
180
+30
838
$10K 0.01%
+460
839
$10K 0.01%
246
840
$10K 0.01%
167
+81
841
$10K 0.01%
118
842
$10K 0.01%
+200
843
$10K 0.01%
145
-167
844
$10K 0.01%
+236
845
$10K 0.01%
220
+50
846
$10K 0.01%
746
-680
847
$10K 0.01%
410
848
$10K 0.01%
342
849
$10K 0.01%
+418
850
$10K 0.01%
200
32 33
34
35 36