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 7.1%
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
926
$6K ﹤0.01%
130
927
$6K ﹤0.01%
100
928
$6K ﹤0.01%
292
-1,208
929
$6K ﹤0.01%
136
930
$6K ﹤0.01%
54
-6,631
931
$6K ﹤0.01%
166
+2
932
$6K ﹤0.01%
116
-1,549
933
$6K ﹤0.01%
250
934
$6K ﹤0.01%
123
935
$6K ﹤0.01%
188
936
$6K ﹤0.01%
99
-165
937
$6K ﹤0.01%
149
938
$6K ﹤0.01%
136
-157
939
$6K ﹤0.01%
400
940
$6K ﹤0.01%
68
941
$6K ﹤0.01%
108
942
$6K ﹤0.01%
86
-414
943
$6K ﹤0.01%
117
+12
944
$5K ﹤0.01%
391
-146
945
$5K ﹤0.01%
118
-84,290
946
$5K ﹤0.01%
356
-2,498
947
$5K ﹤0.01%
100
+44
948
$5K ﹤0.01%
181
949
$5K ﹤0.01%
90
+25
950
$5K ﹤0.01%
56
36 37
38
39 40