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
326
$1.87M 0.05%
3,543
+315
327
$1.87M 0.05%
10,228
+244
328
$1.87M 0.05%
18,608
+13,495
329
$1.87M 0.05%
28,537
+1,498
330
$1.86M 0.05%
75,319
+40,308
331
$1.86M 0.05%
32,691
-668
332
$1.86M 0.05%
14,034
+2,625
333
$1.85M 0.05%
42,937
-1,828
334
$1.84M 0.05%
49,525
-939
335
$1.83M 0.05%
7,414
-3,788
336
$1.82M 0.05%
16,798
-1,830
337
$1.82M 0.05%
20,858
+269
338
$1.81M 0.05%
20,133
+16,459
339
$1.81M 0.05%
5,867
-552
340
$1.79M 0.05%
36,068
+28,240
341
$1.77M 0.05%
38,251
-5,338
342
$1.75M 0.05%
4,519
-139
343
$1.74M 0.05%
57,784
-20,468
344
$1.74M 0.05%
69,554
-24,298
345
$1.74M 0.05%
16,951
-138
346
$1.74M 0.05%
20,198
-6,070
347
$1.73M 0.05%
6,477
-76
348
$1.72M 0.05%
67,837
-658
349
$1.72M 0.05%
33,992
-214
350
$1.71M 0.05%
29,631
-1,748
12 13
14
15 16