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
201
$170K 0.11%
13,006
-2,768
202
$170K 0.11%
6,982
-659
203
$170K 0.11%
+2,490
204
$170K 0.11%
1,334
-40
205
$168K 0.11%
998
-4,403
206
$168K 0.11%
2,712
+396
207
$167K 0.11%
2,375
208
$165K 0.11%
1,434
-594
209
$165K 0.11%
2,123
+717
210
$163K 0.11%
986
-194
211
$163K 0.11%
5,384
-1,550
212
$161K 0.11%
1,942
+2
213
$161K 0.11%
1,838
+1,583
214
$161K 0.11%
1,908
+457
215
$160K 0.11%
2,150
+600
216
$160K 0.11%
3,003
-707
217
$160K 0.11%
983
+119
218
$158K 0.11%
2,434
-92
219
$158K 0.11%
1,551
-34,581
220
$157K 0.1%
2,594
+153
221
$157K 0.1%
3,202
+15
222
$156K 0.1%
1,198
-35
223
$155K 0.1%
911
+46
224
$154K 0.1%
1,927
-551
225
$154K 0.1%
1,822
-104
7 8
9
10 11