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
1126
$2K ﹤0.01%
50
1127
$2K ﹤0.01%
262
1128
$2K ﹤0.01%
16
1129
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33
1130
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35
1131
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110
1132
$1K ﹤0.01%
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1133
$1K ﹤0.01%
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1134
$1K ﹤0.01%
169
1135
$1K ﹤0.01%
12
1136
$1K ﹤0.01%
50
1137
$1K ﹤0.01%
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1138
$1K ﹤0.01%
163
1139
$1K ﹤0.01%
17
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1140
$1K ﹤0.01%
19
-29
1141
$1K ﹤0.01%
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1142
$1K ﹤0.01%
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1143
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+23
1144
$1K ﹤0.01%
71
1145
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15
1146
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16
1147
$1K ﹤0.01%
59
1148
$1K ﹤0.01%
25
1149
$1K ﹤0.01%
21
1150
$1K ﹤0.01%
79
44 45
46
47 48