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
1101
$2K ﹤0.01%
130
1102
$2K ﹤0.01%
+24
1103
$2K ﹤0.01%
80
1104
$2K ﹤0.01%
34
1105
$2K ﹤0.01%
2
1106
$2K ﹤0.01%
18
1107
$2K ﹤0.01%
+50
1108
$2K ﹤0.01%
125
1109
$2K ﹤0.01%
+449
1110
$2K ﹤0.01%
56
1111
$2K ﹤0.01%
46
1112
$2K ﹤0.01%
32
1113
$2K ﹤0.01%
1,000
+500
1114
$2K ﹤0.01%
+50
1115
$2K ﹤0.01%
242
1116
$2K ﹤0.01%
50
1117
$2K ﹤0.01%
262
1118
$2K ﹤0.01%
16
1119
$2K ﹤0.01%
33
1120
$2K ﹤0.01%
35
1121
$2K ﹤0.01%
+251
1122
$2K ﹤0.01%
50
1123
$2K ﹤0.01%
46
1124
$2K ﹤0.01%
48
1125
$2K ﹤0.01%
14
43 44
45
46 47