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
1276
– –
-40
1277
$0 ﹤0.01%
42
1278
– –
-53
1279
– –
-256
1280
– –
-239
1281
– –
-390
1282
– –
-1
1283
$0 ﹤0.01%
46
1284
– –
-154
1285
$0 ﹤0.01%
16
1286
– –
-300
1287
– –
-2
1288
– –
0
1289
– –
-31
1290
– –
-58
1291
– –
-7
1292
– –
-103
1293
$0 ﹤0.01%
6
1294
– –
-17
1295
– –
-100
1296
$0 ﹤0.01%
2
1297
– –
-500
1298
$0 ﹤0.01%
35
1299
– –
-400
1300
$0 ﹤0.01%
23
50 51
52
53 54