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
1126
$2K ﹤0.01%
1,000
+500
1127
$2K ﹤0.01%
+50
1128
$2K ﹤0.01%
242
1129
$2K ﹤0.01%
50
1130
$2K ﹤0.01%
262
1131
$2K ﹤0.01%
+251
1132
$1K ﹤0.01%
11
-16,193
1133
$1K ﹤0.01%
42
-38
1134
$1K ﹤0.01%
103
1135
$1K ﹤0.01%
16
1136
$1K ﹤0.01%
42
-4
1137
$1K ﹤0.01%
32
1138
$1K ﹤0.01%
169
1139
$1K ﹤0.01%
12
1140
$1K ﹤0.01%
38
-62
1141
$1K ﹤0.01%
47
1142
$1K ﹤0.01%
16
1143
$1K ﹤0.01%
+58
1144
$1K ﹤0.01%
41
1145
$1K ﹤0.01%
50
1146
$1K ﹤0.01%
36
1147
$1K ﹤0.01%
50
1148
$1K ﹤0.01%
47
1149
$1K ﹤0.01%
163
1150
$1K ﹤0.01%
17
-148
44 45
46
47 48