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
126
$301K 0.2%
1,973
-47
127
$295K 0.2%
5,216
-527
128
$292K 0.19%
1,949
+173
129
$292K 0.19%
5,449
+405
130
$291K 0.19%
12,576
+3,951
131
$285K 0.19%
11,671
+8,140
132
$284K 0.19%
19,750
+4,690
133
$283K 0.19%
1,778
+61
134
$283K 0.19%
4,533
+897
135
$282K 0.19%
11,793
-5,391
136
$281K 0.19%
2,283
+149
137
$274K 0.18%
20,534
138
$271K 0.18%
1,457
-264
139
$269K 0.18%
10,272
140
$268K 0.18%
4,152
+576
141
$267K 0.18%
2,214
-119
142
$264K 0.18%
1,582
-128
143
$262K 0.17%
3,343
-605
144
$259K 0.17%
5,230
+1,401
145
$256K 0.17%
4,119
-55
146
$255K 0.17%
2,114
+208
147
$253K 0.17%
4,763
-736
148
$251K 0.17%
10,750
+9,850
149
$250K 0.17%
4,188
-520
150
$248K 0.17%
4,726
+846
4 5
6
7 8