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
$150M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,376
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.6M
3
+$2.54M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.55M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.48M

Top Sells

1
+$3.65M
2
+$3.57M
3
+$3.52M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.52M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.47M

Sector Composition

1 Technology 7.74%
2 Healthcare 7.11%
3 Financials 6.66%
4 Industrials 6.39%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$7K ﹤0.01%
100
902
$7K ﹤0.01%
356
903
$7K ﹤0.01%
84
904
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210
905
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556
+1
906
$7K ﹤0.01%
+92
907
$7K ﹤0.01%
824
908
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173
909
$7K ﹤0.01%
324
910
$7K ﹤0.01%
132
-278
911
$7K ﹤0.01%
255
-6,282
912
$7K ﹤0.01%
+585
913
$7K ﹤0.01%
60
-92
914
$7K ﹤0.01%
162
-93
915
$7K ﹤0.01%
57
916
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136
-2
917
$7K ﹤0.01%
264
918
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106
+1
919
$6K ﹤0.01%
117
+12
920
$6K ﹤0.01%
100
921
$6K ﹤0.01%
292
-1,208
922
$6K ﹤0.01%
136
923
$6K ﹤0.01%
54
-6,631
924
$6K ﹤0.01%
180
925
$6K ﹤0.01%
203
35 36
37
38 39