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
1001
$4K ﹤0.01%
378
1002
$4K ﹤0.01%
+75
1003
$4K ﹤0.01%
82
-1,088
1004
$4K ﹤0.01%
107
1005
$4K ﹤0.01%
+100
1006
$4K ﹤0.01%
188
1007
$4K ﹤0.01%
84
1008
$4K ﹤0.01%
100
1009
$4K ﹤0.01%
33
-29
1010
$4K ﹤0.01%
359
1011
$3K ﹤0.01%
60
-1,488
1012
$3K ﹤0.01%
25
-4,977
1013
$3K ﹤0.01%
40
1014
$3K ﹤0.01%
58
-42
1015
$3K ﹤0.01%
156
1016
$3K ﹤0.01%
85
1017
$3K ﹤0.01%
+44
1018
$3K ﹤0.01%
29
1019
$3K ﹤0.01%
26
1020
$3K ﹤0.01%
68
1021
$3K ﹤0.01%
50
1022
$3K ﹤0.01%
114
1023
$3K ﹤0.01%
40
1024
$3K ﹤0.01%
126
1025
$3K ﹤0.01%
+16
39 40
41
42 43