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
1051
$3K ﹤0.01%
+550
1052
$3K ﹤0.01%
76
1053
$3K ﹤0.01%
85
-687
1054
$3K ﹤0.01%
105
-75
1055
$3K ﹤0.01%
70
-108
1056
$3K ﹤0.01%
+58
1057
$2K ﹤0.01%
54
1058
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40
1059
$2K ﹤0.01%
24
1060
$2K ﹤0.01%
63
1061
$2K ﹤0.01%
+75
1062
$2K ﹤0.01%
33
1063
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10
1064
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35
1065
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52
1066
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122
+36
1067
$2K ﹤0.01%
28
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1068
$2K ﹤0.01%
55
1069
$2K ﹤0.01%
27
-2,053
1070
$2K ﹤0.01%
56
1071
$2K ﹤0.01%
125
-19
1072
$2K ﹤0.01%
50
1073
$2K ﹤0.01%
24
1074
$2K ﹤0.01%
49
1075
$2K ﹤0.01%
70
-1,932
41 42
43
44 45