IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$348M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.21M
3
+$2.91M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.21M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.27M

Top Sells

1
+$31.4M
2
+$25M
3
+$15.3M
4
BCSF icon
Bain Capital Specialty
BCSF
+$10.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.44M

Sector Composition

1 Technology 9.85%
2 Consumer Discretionary 5.1%
3 Financials 4.05%
4 Communication Services 3.77%
5 Healthcare 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.19M 0.18%
74,340
-13,387
127
$2.18M 0.18%
9,962
+294
128
$2.17M 0.18%
41,434
-4,593
129
$2.15M 0.17%
14,291
-8,185
130
$2.13M 0.17%
104,616
-3,511
131
$2.1M 0.17%
18,046
-2,746
132
$2.08M 0.17%
14,021
-5,161
133
$2.05M 0.17%
42,116
-7,590
134
$1.98M 0.16%
46,444
-9,491
135
$1.96M 0.16%
26,427
-19,626
136
$1.96M 0.16%
7,216
-1,250
137
$1.92M 0.16%
30,603
-1,794
138
$1.91M 0.16%
29,084
+6,205
139
$1.85M 0.15%
8,704
-5,937
140
$1.83M 0.15%
13,527
-1,893
141
$1.81M 0.15%
22,914
-786
142
$1.74M 0.14%
34,565
+5,543
143
$1.73M 0.14%
31,575
-3,207
144
$1.73M 0.14%
21,135
-868
145
$1.73M 0.14%
9,822
-1,196
146
$1.72M 0.14%
161,081
+2,239
147
$1.72M 0.14%
7,151
+2,932
148
$1.7M 0.14%
12,174
+755
149
$1.69M 0.14%
28,795
-11,283
150
$1.67M 0.14%
210,302
+2,960
4 5
6
7 8