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
276
$2.42M 0.07%
72,034
+17,583
277
$2.39M 0.07%
143,093
-469,129
278
$2.38M 0.07%
32,775
-1,718
279
$2.38M 0.07%
81,298
+23,829
280
$2.38M 0.07%
219,180
-19,276
281
$2.38M 0.07%
39,578
-7,753
282
$2.37M 0.07%
10,321
+157
283
$2.37M 0.07%
10,686
+823
284
$2.37M 0.07%
48,119
+576
285
$2.36M 0.06%
98,968
-25,544
286
$2.35M 0.06%
31,880
-3,517
287
$2.33M 0.06%
25,394
-774
288
$2.32M 0.06%
+248,200
289
$2.32M 0.06%
23,833
+372
290
$2.32M 0.06%
83,720
-3,214
291
$2.32M 0.06%
47,172
+14,904
292
$2.31M 0.06%
78,876
+819
293
$2.29M 0.06%
34,096
-15,636
294
$2.29M 0.06%
2,185
+67
295
$2.22M 0.06%
21,290
-388
296
$2.22M 0.06%
42,613
-2,122
297
$2.21M 0.06%
17,958
-293
298
$2.21M 0.06%
15,515
-111
299
$2.2M 0.06%
88,273
-8,466
300
$2.19M 0.06%
2,642
+113
10 11
12
13 14