IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.64B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,211
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17.6M
3
+$16M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$14.3M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$12.5M

Top Sells

1
+$16.4M
2
+$13M
3
+$12.2M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$8.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.86M

Sector Composition

1 Technology 11.17%
2 Consumer Discretionary 4.29%
3 Financials 3.92%
4 Industrials 2.86%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.16M 0.09%
9,802
-19
227
$3.15M 0.09%
176,853
+2,218
228
$3.13M 0.09%
83,230
-19,469
229
$3.12M 0.09%
71,054
+24,760
230
$3.11M 0.09%
79,995
-188,672
231
$3.1M 0.09%
106,160
+8,536
232
$3.07M 0.08%
79,026
-11,191
233
$3.04M 0.08%
69,445
-95,796
234
$3.02M 0.08%
18,977
-147
235
$3.01M 0.08%
74,347
-18,332
236
$3M 0.08%
6,815
-1,723
237
$2.99M 0.08%
82,802
-15,516
238
$2.98M 0.08%
33,864
+3,631
239
$2.95M 0.08%
11,860
-6,096
240
$2.93M 0.08%
8,014
+988
241
$2.91M 0.08%
9,749
+1,173
242
$2.91M 0.08%
160,296
+5,037
243
$2.89M 0.08%
30,731
-2,205
244
$2.88M 0.08%
37,404
-1,124
245
$2.88M 0.08%
36,346
+41
246
$2.86M 0.08%
44,956
-1,538
247
$2.83M 0.08%
7,921
-166
248
$2.82M 0.08%
34,042
-8,998
249
$2.77M 0.08%
24,933
+254
250
$2.77M 0.08%
26,501
-80
8 9
10
11 12