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
176
$1.42M 0.12%
12,862
-3,152
177
$1.42M 0.12%
38,309
+1,508
178
$1.41M 0.11%
10,548
-231
179
$1.39M 0.11%
26,165
-5,240
180
$1.39M 0.11%
26,976
+1,015
181
$1.39M 0.11%
2,427
-1,303
182
$1.36M 0.11%
10,856
-2,139
183
$1.36M 0.11%
3,492
-4,486
184
$1.36M 0.11%
29,847
-2,138
185
$1.36M 0.11%
18,338
+2
186
$1.34M 0.11%
4,981
+427
187
$1.33M 0.11%
5,504
-506
188
$1.33M 0.11%
6,778
-196
189
$1.32M 0.11%
43,116
-38,594
190
$1.31M 0.11%
12,221
-16,249
191
$1.31M 0.11%
2,542
-361
192
$1.31M 0.11%
10,958
-5
193
$1.3M 0.11%
9,203
-724
194
$1.29M 0.11%
2,117
-635
195
$1.29M 0.1%
22,640
-1,690
196
$1.28M 0.1%
6,394
+771
197
$1.28M 0.1%
53,186
+2,205
198
$1.27M 0.1%
+4,111
199
$1.27M 0.1%
5,961
-3,536
200
$1.27M 0.1%
30,694
-3,130
6 7
8
9 10