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 7.1%
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
1101
$2K ﹤0.01%
44
1102
$2K ﹤0.01%
30
1103
$2K ﹤0.01%
40
1104
$2K ﹤0.01%
110
1105
$2K ﹤0.01%
55
1106
$2K ﹤0.01%
27
-2,053
1107
$2K ﹤0.01%
56
1108
$2K ﹤0.01%
125
-19
1109
$2K ﹤0.01%
50
1110
$2K ﹤0.01%
24
1111
$2K ﹤0.01%
118
1112
$2K ﹤0.01%
190
1113
$2K ﹤0.01%
+23
1114
$2K ﹤0.01%
100
1115
$2K ﹤0.01%
91
1116
$2K ﹤0.01%
381
1117
$2K ﹤0.01%
147
1118
$2K ﹤0.01%
+28
1119
$2K ﹤0.01%
+49
1120
$2K ﹤0.01%
+24
1121
$2K ﹤0.01%
31
1122
$2K ﹤0.01%
22
1123
$2K ﹤0.01%
136
1124
$2K ﹤0.01%
80
1125
$2K ﹤0.01%
32
43 44
45
46 47