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
$1.23B
AUM Growth
-$348M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.57M
3
+$3M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.22M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.3M

Top Sells

1
+$33.3M
2
+$26M
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
+$6.62M

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
1001
– –
-7,614
1002
– –
-3,219
1003
– –
-5,662
1004
– –
-1,913
1005
– –
-12,892
1006
– –
-4,201
1007
– –
-1,287
1008
– –
-2,680
1009
– –
-5,412
1010
– –
-4,693
1011
– –
-18,942
1012
– –
-4,190
1013
– –
-3,744
37 38 39 40
41