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
101
$367K 0.24%
11,667
-200
102
$357K 0.24%
2,712
+31
103
$357K 0.24%
12,203
+175
104
$354K 0.24%
9,493
-53
105
$352K 0.23%
1,986
+233
106
$349K 0.23%
10,688
+536
107
$345K 0.23%
6,934
+1,200
108
$345K 0.23%
2,520
+496
109
$344K 0.23%
21,882
+3,690
110
$344K 0.23%
+12,492
111
$335K 0.22%
15,622
+675
112
$334K 0.22%
6,561
+303
113
$331K 0.22%
3,741
-375
114
$328K 0.22%
4,840
+177
115
$318K 0.21%
7,145
+399
116
$315K 0.21%
1,943
-360
117
$312K 0.21%
6,570
+6,559
118
$311K 0.21%
2,914
+157
119
$310K 0.21%
12,987
-2,538
120
$309K 0.21%
7,396
+4,071
121
$307K 0.2%
9,123
+1,000
122
$305K 0.2%
2,577
+209
123
$305K 0.2%
3,495
-1,587
124
$305K 0.2%
18,766
+106
125
$301K 0.2%
15,414
-12,760
3 4
5
6 7