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
1201
$1K ﹤0.01%
16
1202
$1K ﹤0.01%
42
-4
1203
$1K ﹤0.01%
32
1204
$1K ﹤0.01%
38
-62
1205
$1K ﹤0.01%
47
1206
$1K ﹤0.01%
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1207
$1K ﹤0.01%
+58
1208
$1K ﹤0.01%
41
1209
$1K ﹤0.01%
9
1210
$1K ﹤0.01%
50
1211
$1K ﹤0.01%
36
1212
$1K ﹤0.01%
56
1213
$1K ﹤0.01%
18
1214
$1K ﹤0.01%
35
1215
$1K ﹤0.01%
29
1216
$1K ﹤0.01%
35
-3,454
1217
$1K ﹤0.01%
11
1218
$1K ﹤0.01%
105
1219
$1K ﹤0.01%
+200
1220
$1K ﹤0.01%
16
-1,824
1221
$1K ﹤0.01%
24
1222
$1K ﹤0.01%
18
1223
$1K ﹤0.01%
11
1224
$1K ﹤0.01%
54
1225
$1K ﹤0.01%
23
+11
47 48
49
50 51