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 6.42%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$1K ﹤0.01%
59
1202
$1K ﹤0.01%
25
1203
$1K ﹤0.01%
21
1204
$1K ﹤0.01%
79
1205
$1K ﹤0.01%
29
1206
$1K ﹤0.01%
4
1207
$1K ﹤0.01%
47
1208
$1K ﹤0.01%
40
1209
$1K ﹤0.01%
+220
1210
$1K ﹤0.01%
16
-146
1211
$1K ﹤0.01%
37
1212
$1K ﹤0.01%
+49
1213
$1K ﹤0.01%
12
1214
$1K ﹤0.01%
77
1215
$1K ﹤0.01%
6
1216
$1K ﹤0.01%
+11
1217
$1K ﹤0.01%
11
1218
$1K ﹤0.01%
78
-39
1219
$1K ﹤0.01%
64
1220
$1K ﹤0.01%
+434
1221
$1K ﹤0.01%
+1,000
1222
$1K ﹤0.01%
243
1223
$1K ﹤0.01%
6
1224
$1K ﹤0.01%
27
1225
$1K ﹤0.01%
1
47 48
49
50 51