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 6.42%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$2K ﹤0.01%
55
1077
$2K ﹤0.01%
27
-2,053
1078
$2K ﹤0.01%
56
1079
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125
-19
1080
$2K ﹤0.01%
70
-1,932
1081
$2K ﹤0.01%
118
1082
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190
1083
$2K ﹤0.01%
+23
1084
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46
1085
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8
1086
$2K ﹤0.01%
28
1087
$2K ﹤0.01%
+55
1088
$2K ﹤0.01%
147
1089
$2K ﹤0.01%
+28
1090
$2K ﹤0.01%
+49
1091
$2K ﹤0.01%
+24
1092
$2K ﹤0.01%
+37
1093
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+30
1094
$2K ﹤0.01%
15
-2
1095
$2K ﹤0.01%
36
1096
$2K ﹤0.01%
96
-1,178
1097
$2K ﹤0.01%
31
1098
$2K ﹤0.01%
22
1099
$2K ﹤0.01%
136
1100
$2K ﹤0.01%
51
42 43
44
45 46