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
1026
$3K ﹤0.01%
100
1027
$3K ﹤0.01%
60
-1,488
1028
$3K ﹤0.01%
25
-4,977
1029
$3K ﹤0.01%
40
1030
$3K ﹤0.01%
58
-42
1031
$3K ﹤0.01%
156
1032
$3K ﹤0.01%
85
1033
$3K ﹤0.01%
218
1034
$3K ﹤0.01%
200
1035
$3K ﹤0.01%
50
1036
$3K ﹤0.01%
43
1037
$3K ﹤0.01%
56
1038
$3K ﹤0.01%
66
+33
1039
$3K ﹤0.01%
52
1040
$3K ﹤0.01%
50
-259
1041
$3K ﹤0.01%
32
-258
1042
$3K ﹤0.01%
113
1043
$3K ﹤0.01%
1,080
1044
$3K ﹤0.01%
+176
1045
$3K ﹤0.01%
23
-77
1046
$3K ﹤0.01%
109
1047
$3K ﹤0.01%
117
1048
$3K ﹤0.01%
62
1049
$3K ﹤0.01%
100
-3,700
1050
$3K ﹤0.01%
91
40 41
42
43 44