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
251
$2.75M 0.08%
56,097
-24,147
252
$2.75M 0.08%
18,058
-1,588
253
$2.75M 0.08%
13,240
-456
254
$2.74M 0.08%
36,999
-6,254
255
$2.74M 0.08%
32,067
+571
256
$2.73M 0.08%
22,904
-12,875
257
$2.69M 0.07%
35,528
-181
258
$2.68M 0.07%
64,365
+10,916
259
$2.65M 0.07%
118,378
+22,017
260
$2.64M 0.07%
14,518
+4
261
$2.62M 0.07%
8,983
+519
262
$2.62M 0.07%
7,464
-566
263
$2.59M 0.07%
+26,500
264
$2.55M 0.07%
111,796
+9,660
265
$2.55M 0.07%
11,254
+501
266
$2.53M 0.07%
10,218
+68
267
$2.52M 0.07%
27,619
-6,414
268
$2.5M 0.07%
105,149
+6,549
269
$2.5M 0.07%
18,492
-311
270
$2.46M 0.07%
3,260
+1,079
271
$2.45M 0.07%
110,005
-3,360
272
$2.45M 0.07%
8,594
+233
273
$2.44M 0.07%
19,890
+66
274
$2.44M 0.07%
29,391
-724
275
$2.42M 0.07%
40,586
+36,557
9 10
11
12 13