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 6.4%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$2K ﹤0.01%
16
1127
$2K ﹤0.01%
33
1128
$2K ﹤0.01%
35
1129
$2K ﹤0.01%
+251
1130
$2K ﹤0.01%
50
1131
$1K ﹤0.01%
65
1132
$1K ﹤0.01%
36
1133
$1K ﹤0.01%
50
1134
$1K ﹤0.01%
122
1135
$1K ﹤0.01%
17
1136
– –
0
1137
$1K ﹤0.01%
125
1138
$1K ﹤0.01%
103
1139
$1K ﹤0.01%
16
1140
$1K ﹤0.01%
42
-4
1141
$1K ﹤0.01%
32
1142
$1K ﹤0.01%
169
1143
$1K ﹤0.01%
12
1144
$1K ﹤0.01%
145
1145
$1K ﹤0.01%
3
1146
$1K ﹤0.01%
26
+13
1147
$1K ﹤0.01%
+25
1148
$1K ﹤0.01%
38
-62
1149
$1K ﹤0.01%
47
1150
$1K ﹤0.01%
16
44 45
46
47 48