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
1026
$3K ﹤0.01%
150
-345
1027
$3K ﹤0.01%
100
1028
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100
1029
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218
1030
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200
1031
$3K ﹤0.01%
50
1032
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85
-687
1033
$3K ﹤0.01%
43
1034
$3K ﹤0.01%
56
1035
$3K ﹤0.01%
66
+33
1036
$3K ﹤0.01%
52
1037
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50
-259
1038
$3K ﹤0.01%
32
-258
1039
$3K ﹤0.01%
113
1040
$3K ﹤0.01%
1,080
1041
$3K ﹤0.01%
+176
1042
$3K ﹤0.01%
31
1043
$3K ﹤0.01%
56
-4,346
1044
$3K ﹤0.01%
22
1045
$3K ﹤0.01%
588
1046
$3K ﹤0.01%
52
-1
1047
$3K ﹤0.01%
105
-75
1048
$3K ﹤0.01%
70
-108
1049
$3K ﹤0.01%
+58
1050
$3K ﹤0.01%
23
-77
40 41
42
43 44