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
351
$1.7M 0.05%
12,813
+202
352
$1.69M 0.05%
27,555
+579
353
$1.69M 0.05%
186,704
-6,085
354
$1.68M 0.05%
18,721
+543
355
$1.68M 0.05%
25,343
+3,097
356
$1.67M 0.05%
30,627
+4,902
357
$1.65M 0.05%
18,393
+2,471
358
$1.64M 0.05%
12,739
-810
359
$1.64M 0.05%
68,781
+3,481
360
$1.63M 0.04%
61,234
-854
361
$1.63M 0.04%
16,344
+6,324
362
$1.61M 0.04%
5,859
-161
363
$1.61M 0.04%
26,968
+3,888
364
$1.6M 0.04%
17,064
+85
365
$1.59M 0.04%
31,565
-11,615
366
$1.58M 0.04%
4,768
-988
367
$1.58M 0.04%
50,001
368
$1.57M 0.04%
43,865
+6
369
$1.57M 0.04%
36,965
-25,879
370
$1.56M 0.04%
3,327
-50
371
$1.56M 0.04%
47,988
-6,974
372
$1.55M 0.04%
23,054
-515
373
$1.55M 0.04%
43,407
+2,910
374
$1.55M 0.04%
82,256
+340
375
$1.54M 0.04%
25,168
+205
13 14
15
16 17