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
1251
$1K ﹤0.01%
89
1252
$1K ﹤0.01%
171
1253
$1K ﹤0.01%
20
1254
$1K ﹤0.01%
12
+6
1255
$1K ﹤0.01%
68
-27
1256
$1K ﹤0.01%
83
1257
$1K ﹤0.01%
+444
1258
$1K ﹤0.01%
61
1259
$1K ﹤0.01%
47
1260
$1K ﹤0.01%
13
1261
$1K ﹤0.01%
19
-366
1262
$1K ﹤0.01%
+425
1263
– –
-1,773
1264
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0
1265
$0 ﹤0.01%
+10
1266
– –
-218
1267
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-150
1268
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-100
1269
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1270
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-109
1272
$0 ﹤0.01%
39
1273
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-900
1274
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-200
1275
– –
-7
49 50
51
52 53