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
76
$460K 0.31%
8,880
+278
77
$459K 0.31%
8,346
+229
78
$454K 0.3%
5,898
+841
79
$449K 0.3%
11,280
+9,105
80
$449K 0.3%
+15,244
81
$449K 0.3%
7,533
+6,865
82
$440K 0.29%
2,244
+15
83
$433K 0.29%
10,466
+9,941
84
$424K 0.28%
13,918
+2,283
85
$419K 0.28%
596
+563
86
$411K 0.27%
36,493
-1,453
87
$410K 0.27%
3,485
+40
88
$409K 0.27%
9,862
+9,836
89
$406K 0.27%
27,262
+15,288
90
$404K 0.27%
2,956
-19
91
$402K 0.27%
14,727
+13,984
92
$396K 0.26%
+20,752
93
$393K 0.26%
3,613
-458
94
$389K 0.26%
3,116
+2,841
95
$387K 0.26%
3,453
-371
96
$385K 0.26%
4,747
+244
97
$381K 0.25%
8,283
+19
98
$375K 0.25%
3,713
+359
99
$369K 0.25%
1,991
-19,709
100
$369K 0.25%
4,036
+75
2 3
4
5 6