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
201
$1.26M 0.1%
40,843
+11,964
202
$1.25M 0.1%
3,613
-2,342
203
$1.23M 0.1%
6,078
-7,194
204
$1.22M 0.1%
13,209
+4,091
205
$1.22M 0.1%
2,119
-884
206
$1.22M 0.1%
31,227
-960
207
$1.21M 0.1%
40,527
-15,806
208
$1.2M 0.1%
18,738
-4,492
209
$1.2M 0.1%
53,161
-905
210
$1.2M 0.1%
14,134
-4,417
211
$1.19M 0.1%
+62,250
212
$1.19M 0.1%
4,616
-119
213
$1.18M 0.1%
23,384
-154
214
$1.18M 0.1%
4,629
-53
215
$1.17M 0.1%
6,989
-96
216
$1.17M 0.1%
26,939
-2,830
217
$1.16M 0.09%
11,417
-2,245
218
$1.16M 0.09%
41,095
-82,244
219
$1.16M 0.09%
+29,850
220
$1.16M 0.09%
23,097
-1,968
221
$1.16M 0.09%
21,590
-11,375
222
$1.15M 0.09%
7,932
-1,159
223
$1.15M 0.09%
4,409
+320
224
$1.15M 0.09%
30,688
-13,597
225
$1.14M 0.09%
4,080
-79
7 8
9
10 11