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
976
$4K ﹤0.01%
148
977
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+50
978
$4K ﹤0.01%
100
979
$4K ﹤0.01%
300
+165
980
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230
981
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6
982
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72
+1
983
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591
984
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283
985
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248
+1
986
$4K ﹤0.01%
1,668
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987
$4K ﹤0.01%
150
988
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41
989
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200
990
$4K ﹤0.01%
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991
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319
992
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675
993
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80
994
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56
995
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80
996
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-30
997
$4K ﹤0.01%
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998
$4K ﹤0.01%
10
999
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80
-37
1000
$4K ﹤0.01%
81
-12,648
38 39
40
41 42