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
1101
$2K ﹤0.01%
56
1102
$2K ﹤0.01%
125
-19
1103
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50
1104
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24
1105
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49
1106
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54
1107
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49
1108
$2K ﹤0.01%
135
1109
$2K ﹤0.01%
100
1110
$2K ﹤0.01%
91
1111
$2K ﹤0.01%
381
1112
$2K ﹤0.01%
147
1113
$2K ﹤0.01%
+28
1114
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+49
1115
$2K ﹤0.01%
+24
1116
$2K ﹤0.01%
36
1117
$2K ﹤0.01%
96
-1,178
1118
$2K ﹤0.01%
31
1119
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22
1120
$2K ﹤0.01%
136
1121
$2K ﹤0.01%
46
1122
$2K ﹤0.01%
32
1123
$2K ﹤0.01%
1,000
+500
1124
$2K ﹤0.01%
+50
1125
$2K ﹤0.01%
242
43 44
45
46 47