IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$348M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.21M
3
+$2.91M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.21M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.27M

Top Sells

1
+$31.4M
2
+$25M
3
+$15.3M
4
BCSF icon
Bain Capital Specialty
BCSF
+$10.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.44M

Sector Composition

1 Technology 9.85%
2 Consumer Discretionary 5.1%
3 Financials 4.05%
4 Communication Services 3.77%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.56M 0.29%
51,762
-4,982
77
$3.51M 0.29%
64,986
-15,603
78
$3.5M 0.29%
54,404
-3,680
79
$3.46M 0.28%
20,437
+1,448
80
$3.36M 0.27%
14,239
-226
81
$3.32M 0.27%
8,282
-1,416
82
$3.3M 0.27%
13,686
-8,991
83
$3.28M 0.27%
97,833
-33,170
84
$3.25M 0.27%
20,157
-12,105
85
$3.19M 0.26%
102,105
+28,014
86
$3.14M 0.26%
33,336
-2,374
87
$3.12M 0.25%
33,706
-4,627
88
$3.06M 0.25%
11,772
+966
89
$3.01M 0.25%
64,851
-34,698
90
$2.99M 0.24%
120,519
+44,649
91
$2.95M 0.24%
38,994
+13,905
92
$2.94M 0.24%
19,137
-8,598
93
$2.93M 0.24%
142,669
+1,002
94
$2.91M 0.24%
30,604
-1,156
95
$2.9M 0.24%
38,910
-2,181
96
$2.88M 0.23%
6,416
-1,802
97
$2.83M 0.23%
37,633
-6,582
98
$2.83M 0.23%
45,753
-25,226
99
$2.82M 0.23%
21,427
-8,386
100
$2.78M 0.23%
12,049
-3,082
2 3
4
5 6