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
1251
$1K ﹤0.01%
47
1252
$1K ﹤0.01%
13
1253
$1K ﹤0.01%
19
-366
1254
$1K ﹤0.01%
+2
1255
$1K ﹤0.01%
104
+2
1256
$1K ﹤0.01%
+425
1257
$1K ﹤0.01%
225
1258
$1K ﹤0.01%
53
1259
$1K ﹤0.01%
47
1260
$1K ﹤0.01%
+103
1261
$1K ﹤0.01%
66
1262
– –
-400
1263
– –
-212
1264
– –
-3,537
1265
– –
0
1266
$0 ﹤0.01%
3
1267
– –
-209
1268
– –
-41,000
1269
– –
-645
1270
– –
0
1271
$0 ﹤0.01%
1
1272
$0 ﹤0.01%
3
1273
– –
-125
1274
– –
-163
1275
$0 ﹤0.01%
3
49 50
51
52 53