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
926
$6K ﹤0.01%
54
-6,631
927
$6K ﹤0.01%
166
+2
928
$6K ﹤0.01%
322
+2
929
$6K ﹤0.01%
180
930
$6K ﹤0.01%
116
-1,549
931
$6K ﹤0.01%
250
932
$6K ﹤0.01%
123
933
$6K ﹤0.01%
188
934
$6K ﹤0.01%
99
-165
935
$6K ﹤0.01%
149
936
$6K ﹤0.01%
23
937
$6K ﹤0.01%
130
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
$5K ﹤0.01%
105
944
$5K ﹤0.01%
75
945
$5K ﹤0.01%
75
+2
946
$5K ﹤0.01%
165
-299
947
$5K ﹤0.01%
378
-2,991
948
$5K ﹤0.01%
391
-146
949
$5K ﹤0.01%
118
-84,290
950
$5K ﹤0.01%
356
-2,498
36 37
38
39 40