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 6.4%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$10K 0.01%
450
852
$10K 0.01%
500
-145
853
$10K 0.01%
185
+2
854
$10K 0.01%
154
-1,156
855
$10K 0.01%
282
856
$10K 0.01%
687
+200
857
$10K 0.01%
436
-441
858
$10K 0.01%
500
859
$10K 0.01%
330
-1,112
860
$10K 0.01%
1,127
861
$9K 0.01%
141
862
$9K 0.01%
623
-343
863
$9K 0.01%
128
-146
864
$9K 0.01%
230
-7
865
$9K 0.01%
139
866
$9K 0.01%
128
+50
867
$9K 0.01%
485
-125
868
$9K 0.01%
418
+7
869
$9K 0.01%
125
870
$9K 0.01%
4,000
+2,000
871
$9K 0.01%
233
+133
872
$9K 0.01%
600
-350
873
$9K 0.01%
328
874
$9K 0.01%
191
-308
875
$9K 0.01%
122
33 34
35
36 37