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
901
$7K ﹤0.01%
136
-2
902
$7K ﹤0.01%
264
903
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106
+1
904
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60
-92
905
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100
906
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356
907
$7K ﹤0.01%
84
908
$7K ﹤0.01%
210
909
$7K ﹤0.01%
556
+1
910
$7K ﹤0.01%
+92
911
$7K ﹤0.01%
824
912
$7K ﹤0.01%
173
913
$7K ﹤0.01%
324
914
$7K ﹤0.01%
132
-278
915
$7K ﹤0.01%
255
-6,282
916
$7K ﹤0.01%
+585
917
$7K ﹤0.01%
162
-93
918
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180
919
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203
920
$6K ﹤0.01%
189
921
$6K ﹤0.01%
+200
922
$6K ﹤0.01%
117
+12
923
$6K ﹤0.01%
100
924
$6K ﹤0.01%
292
-1,208
925
$6K ﹤0.01%
136
35 36
37
38 39