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
151
$247K 0.16%
+16,566
152
$246K 0.16%
12,681
+2,348
153
$243K 0.16%
2,239
+1,995
154
$243K 0.16%
3,435
-398
155
$240K 0.16%
629
+26
156
$239K 0.16%
10,169
+2,450
157
$238K 0.16%
10,940
+150
158
$237K 0.16%
2,772
-131
159
$236K 0.16%
2,109
+137
160
$232K 0.15%
1,402
+19
161
$228K 0.15%
2,414
-8
162
$227K 0.15%
8,650
+2,165
163
$225K 0.15%
5,103
+613
164
$223K 0.15%
4,078
-218
165
$219K 0.15%
28,350
+27,460
166
$216K 0.14%
16,215
+15,420
167
$216K 0.14%
10,192
168
$215K 0.14%
+24,301
169
$212K 0.14%
17,117
170
$210K 0.14%
1,608
+1,132
171
$206K 0.14%
35,995
+698
172
$206K 0.14%
2,154
-5
173
$206K 0.14%
3,358
+423
174
$204K 0.14%
896
-103
175
$202K 0.13%
2,645
+89
5 6
7
8 9