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
1001
$4K ﹤0.01%
41
1002
$4K ﹤0.01%
283
1003
$4K ﹤0.01%
359
1004
$4K ﹤0.01%
200
1005
$4K ﹤0.01%
+74
1006
$4K ﹤0.01%
319
1007
$4K ﹤0.01%
248
+1
1008
$4K ﹤0.01%
675
1009
$4K ﹤0.01%
80
1010
$3K ﹤0.01%
22
1011
$3K ﹤0.01%
588
1012
$3K ﹤0.01%
52
-1
1013
$3K ﹤0.01%
+44
1014
$3K ﹤0.01%
31
1015
$3K ﹤0.01%
56
-4,346
1016
$3K ﹤0.01%
29
1017
$3K ﹤0.01%
26
1018
$3K ﹤0.01%
68
1019
$3K ﹤0.01%
50
1020
$3K ﹤0.01%
114
1021
$3K ﹤0.01%
40
1022
$3K ﹤0.01%
126
1023
$3K ﹤0.01%
+16
1024
$3K ﹤0.01%
150
-345
1025
$3K ﹤0.01%
100
39 40
41
42 43