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
176
$198K 0.13%
19,185
177
$197K 0.13%
5,243
+274
178
$197K 0.13%
1,141
+65
179
$197K 0.13%
2,457
-7
180
$196K 0.13%
+4,138
181
$195K 0.13%
8,068
-393
182
$194K 0.13%
3,092
-621
183
$193K 0.13%
3,877
+183
184
$193K 0.13%
+17,507
185
$191K 0.13%
5,645
+932
186
$190K 0.13%
3,293
-5,408
187
$189K 0.13%
3,772
+302
188
$188K 0.13%
2,689
+694
189
$187K 0.12%
5,811
+33
190
$185K 0.12%
5,156
-18,647
191
$184K 0.12%
7,346
-798
192
$183K 0.12%
73,120
-10,760
193
$182K 0.12%
4,164
+499
194
$182K 0.12%
4,632
+3,897
195
$181K 0.12%
2,776
-15
196
$177K 0.12%
2,180
-210
197
$177K 0.12%
2,850
+1,100
198
$176K 0.12%
1,652
-90
199
$174K 0.12%
6,572
200
$173K 0.12%
2,564
-542
6 7
8
9 10