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
376
$1.54M 0.04%
2,827
+405
377
$1.53M 0.04%
32,251
+2,480
378
$1.52M 0.04%
12,948
-121
379
$1.51M 0.04%
5,324
+255
380
$1.51M 0.04%
51,221
+3,147
381
$1.5M 0.04%
18,766
+1,365
382
$1.5M 0.04%
9,021
-79
383
$1.48M 0.04%
19,911
+75
384
$1.48M 0.04%
80,797
+11,128
385
$1.47M 0.04%
12,736
+4,127
386
$1.45M 0.04%
44,580
-5,470
387
$1.45M 0.04%
15,850
-3,045
388
$1.45M 0.04%
23,175
-1,213
389
$1.45M 0.04%
18,194
-2,907
390
$1.44M 0.04%
8,270
+302
391
$1.44M 0.04%
12,293
-809
392
$1.44M 0.04%
73,460
+2,142
393
$1.44M 0.04%
73,781
+2,082
394
$1.43M 0.04%
11,594
+962
395
$1.43M 0.04%
11,956
-1,869
396
$1.43M 0.04%
20,969
+8,040
397
$1.42M 0.04%
9,504
-598
398
$1.42M 0.04%
13,481
+241
399
$1.42M 0.04%
20,511
+652
400
$1.41M 0.04%
20,528
+212
14 15
16
17 18