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
1201
$1K ﹤0.01%
243
1202
$1K ﹤0.01%
6
1203
$1K ﹤0.01%
27
1204
$1K ﹤0.01%
1
1205
$1K ﹤0.01%
44
1206
$1K ﹤0.01%
197
1207
$1K ﹤0.01%
111
1208
$1K ﹤0.01%
40
1209
$1K ﹤0.01%
58
1210
$1K ﹤0.01%
61
1211
$1K ﹤0.01%
40
+20
1212
$1K ﹤0.01%
+43
1213
$1K ﹤0.01%
3
1214
$1K ﹤0.01%
285
1215
$1K ﹤0.01%
3
1216
$1K ﹤0.01%
199
-300
1217
$1K ﹤0.01%
50
+25
1218
$1K ﹤0.01%
141
1219
$1K ﹤0.01%
72
+1
1220
$1K ﹤0.01%
49
1221
$1K ﹤0.01%
15
-16
1222
$1K ﹤0.01%
89
1223
$1K ﹤0.01%
171
1224
$1K ﹤0.01%
47
1225
$1K ﹤0.01%
225
47 48
49
50 51