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
976
$4K ﹤0.01%
246
-30
977
$4K ﹤0.01%
23
-31
978
$4K ﹤0.01%
10
979
$4K ﹤0.01%
81
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980
$4K ﹤0.01%
378
981
$4K ﹤0.01%
+75
982
$4K ﹤0.01%
82
-1,088
983
$4K ﹤0.01%
107
984
$4K ﹤0.01%
+45
985
$4K ﹤0.01%
+75
986
$4K ﹤0.01%
148
987
$4K ﹤0.01%
+50
988
$4K ﹤0.01%
100
989
$4K ﹤0.01%
300
+165
990
$4K ﹤0.01%
230
991
$4K ﹤0.01%
6
992
$4K ﹤0.01%
72
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993
$4K ﹤0.01%
591
994
$4K ﹤0.01%
+100
995
$4K ﹤0.01%
188
996
$4K ﹤0.01%
84
997
$4K ﹤0.01%
100
998
$4K ﹤0.01%
33
-29
999
$4K ﹤0.01%
1,668
+834
1000
$4K ﹤0.01%
150
38 39
40
41 42