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
1326
– –
0
1327
$0 ﹤0.01%
1
1328
$0 ﹤0.01%
3
1329
– –
-125
1330
– –
-163
1331
$0 ﹤0.01%
3
1332
– –
-40
1333
$0 ﹤0.01%
42
1334
– –
-53
1335
– –
-256
1336
– –
-3,537
1337
– –
-239
1338
– –
-390
1339
– –
-1,803
1340
– –
-184
1341
– –
-30
1342
– –
-11
1343
– –
-15
1344
– –
-21
1345
– –
-575
1346
– –
-81
1347
$0 ﹤0.01%
105
1348
– –
-246
1349
$0 ﹤0.01%
26
1350
– –
-450
51 52 53
54
55