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
151
$1.66M 0.14%
65,574
+1,951
152
$1.64M 0.13%
70,505
+2,233
153
$1.62M 0.13%
4,202
-183
154
$1.61M 0.13%
26,914
-6,088
155
$1.61M 0.13%
7,020
+1,169
156
$1.56M 0.13%
12,102
-4,012
157
$1.53M 0.12%
6,484
+710
158
$1.52M 0.12%
31,430
-7,330
159
$1.52M 0.12%
28,353
+1,563
160
$1.52M 0.12%
60,851
-559
161
$1.51M 0.12%
24,659
+290
162
$1.5M 0.12%
67,992
-692,339
163
$1.5M 0.12%
40,437
-5,905
164
$1.49M 0.12%
27,396
-12,837
165
$1.49M 0.12%
9,489
+107
166
$1.47M 0.12%
14,454
-19,192
167
$1.46M 0.12%
18,548
-13,829
168
$1.46M 0.12%
19,707
+359
169
$1.44M 0.12%
27,475
-9,140
170
$1.44M 0.12%
57,635
+3,782
171
$1.44M 0.12%
6,025
-3,197
172
$1.44M 0.12%
5,123
-418
173
$1.42M 0.12%
46,157
-3,112
174
$1.42M 0.12%
41,049
-172
175
$1.42M 0.12%
47,623
-27,132
5 6
7
8 9