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
1051
$3K ﹤0.01%
109
1052
$3K ﹤0.01%
117
1053
$3K ﹤0.01%
62
1054
$3K ﹤0.01%
100
-3,700
1055
$3K ﹤0.01%
91
1056
$3K ﹤0.01%
+550
1057
$3K ﹤0.01%
76
1058
$2K ﹤0.01%
24
1059
$2K ﹤0.01%
63
1060
$2K ﹤0.01%
+75
1061
$2K ﹤0.01%
33
1062
$2K ﹤0.01%
10
1063
$2K ﹤0.01%
35
1064
$2K ﹤0.01%
52
1065
$2K ﹤0.01%
122
+36
1066
$2K ﹤0.01%
28
-165
1067
$2K ﹤0.01%
+55
1068
$2K ﹤0.01%
+37
1069
$2K ﹤0.01%
+30
1070
$2K ﹤0.01%
15
-2
1071
$2K ﹤0.01%
50
1072
$2K ﹤0.01%
46
1073
$2K ﹤0.01%
48
1074
$2K ﹤0.01%
80
1075
$2K ﹤0.01%
14
41 42
43
44 45