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
951
$5K ﹤0.01%
40
-1,148
952
$5K ﹤0.01%
163
+3
953
$5K ﹤0.01%
156
-100
954
$5K ﹤0.01%
66
-11
955
$5K ﹤0.01%
260
+60
956
$5K ﹤0.01%
234
957
$5K ﹤0.01%
51
+35
958
$5K ﹤0.01%
287
+1
959
$5K ﹤0.01%
91
960
$5K ﹤0.01%
+146
961
$5K ﹤0.01%
+90
962
$5K ﹤0.01%
103
963
$5K ﹤0.01%
350
964
$5K ﹤0.01%
105
965
$5K ﹤0.01%
75
966
$5K ﹤0.01%
75
+2
967
$5K ﹤0.01%
165
-299
968
$5K ﹤0.01%
378
-2,991
969
$5K ﹤0.01%
125
+105
970
$5K ﹤0.01%
243
971
$5K ﹤0.01%
408
-58
972
$5K ﹤0.01%
+25
973
$5K ﹤0.01%
146
-6
974
$4K ﹤0.01%
+45
975
$4K ﹤0.01%
+75
37 38
39
40 41