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
301
$2.18M 0.06%
12,509
-92
302
$2.18M 0.06%
9,729
+2,135
303
$2.17M 0.06%
25,790
-257
304
$2.15M 0.06%
85,051
-16,973
305
$2.13M 0.06%
68,710
+6,765
306
$2.12M 0.06%
39,751
+3,122
307
$2.09M 0.06%
84,467
-16,737
308
$2.09M 0.06%
7,766
-243
309
$2.08M 0.06%
7,510
-1,088
310
$2.07M 0.06%
15,558
+136
311
$2.05M 0.06%
23,117
-843
312
$2.05M 0.06%
209,525
-35,140
313
$2.04M 0.06%
22,675
-28,612
314
$2.04M 0.06%
8,928
+77
315
$2.04M 0.06%
148,576
+4,184
316
$2.02M 0.06%
4,978
+1,694
317
$2.01M 0.06%
17,056
-545
318
$1.95M 0.05%
16,354
-181
319
$1.94M 0.05%
18,363
-104
320
$1.93M 0.05%
7,530
+293
321
$1.92M 0.05%
181,933
-1,500
322
$1.92M 0.05%
5,579
-100
323
$1.91M 0.05%
9,853
+338
324
$1.91M 0.05%
37,417
+26,288
325
$1.88M 0.05%
5,717
+117
11 12
13
14 15