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
$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
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
1
$5.01M 3.34%
95,559
+92,881
2
$4.74M 3.16%
82,938
+80,438
3
$4.5M 3%
124,872
+1,288
4
$2.79M 1.86%
71,496
+9,769
5
$2.57M 1.71%
22,693
+22,418
6
$2.43M 1.62%
10,332
+3,594
7
$1.62M 1.08%
149,267
+3,466
8
$1.6M 1.07%
19,110
+17,623
9
$1.55M 1.03%
70,780
+70,624
10
$1.55M 1.03%
10,773
+834
11
$1.54M 1.03%
31,037
+15,842
12
$1.46M 0.97%
18,323
-734
13
$1.45M 0.96%
10,966
-100
14
$1.41M 0.94%
5,972
+5,700
15
$1.38M 0.92%
32,560
+19,980
16
$1.31M 0.88%
15,934
+226
17
$1.3M 0.87%
41,595
+2,973
18
$1.29M 0.86%
11,454
+258
19
$1.26M 0.84%
17,502
-634
20
$1.26M 0.84%
10,945
+953
21
$1.08M 0.72%
16,691
+2,891
22
$1.04M 0.7%
22,940
+3,460
23
$1.04M 0.7%
9,777
+230
24
$1.02M 0.68%
15,686
+1,409
25
$978K 0.65%
8,112
+7,115
1
2 3 4 5