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
951
$5K ﹤0.01%
100
+44
952
$5K ﹤0.01%
181
953
$5K ﹤0.01%
90
+25
954
$5K ﹤0.01%
56
955
$5K ﹤0.01%
40
-1,148
956
$5K ﹤0.01%
163
+3
957
$5K ﹤0.01%
156
-100
958
$5K ﹤0.01%
66
-11
959
$5K ﹤0.01%
260
+60
960
$5K ﹤0.01%
234
961
$5K ﹤0.01%
51
+35
962
$5K ﹤0.01%
287
+1
963
$5K ﹤0.01%
91
964
$5K ﹤0.01%
+146
965
$5K ﹤0.01%
+90
966
$5K ﹤0.01%
103
967
$5K ﹤0.01%
350
968
$5K ﹤0.01%
125
+105
969
$5K ﹤0.01%
243
970
$5K ﹤0.01%
408
-58
971
$5K ﹤0.01%
+25
972
$5K ﹤0.01%
146
-6
973
$4K ﹤0.01%
80
-37
974
$4K ﹤0.01%
56
975
$4K ﹤0.01%
80
37 38
39
40 41