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
1251
$1K ﹤0.01%
12
+6
1252
$1K ﹤0.01%
68
-27
1253
$1K ﹤0.01%
83
1254
$1K ﹤0.01%
+444
1255
$1K ﹤0.01%
61
1256
$1K ﹤0.01%
13
1257
$1K ﹤0.01%
19
-366
1258
$1K ﹤0.01%
+2
1259
$1K ﹤0.01%
104
+2
1260
$1K ﹤0.01%
+425
1261
$1K ﹤0.01%
160
1262
$1K ﹤0.01%
+32
1263
– –
-7
1264
– –
0
1265
$0 ﹤0.01%
3
1266
– –
-209
1267
– –
-41,000
1268
$0 ﹤0.01%
1
1269
$0 ﹤0.01%
3
1270
– –
-125
1271
– –
-163
1272
$0 ﹤0.01%
3
1273
– –
-3,537
1274
– –
-239
1275
– –
-390
49 50
51
52 53