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
1301
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-3,000
1302
$0 ﹤0.01%
125
1303
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-173
1304
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-359
1305
$0 ﹤0.01%
6
1306
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27
1307
– –
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1308
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+17
1309
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29
1310
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40
1311
– –
-1,301
1312
$0 ﹤0.01%
21
1313
$0 ﹤0.01%
11
1314
$0 ﹤0.01%
38
1315
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18
1316
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1317
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19
1318
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-117
1319
– –
-1,114
1320
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-215
1321
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1322
– –
-1,577
1323
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-611
1324
– –
-10,006
1325
– –
-50
51 52
53
54 55