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
401
$1.41M 0.04%
9,742
-17
402
$1.41M 0.04%
6,376
-85
403
$1.41M 0.04%
41,030
+5,247
404
$1.41M 0.04%
49,612
+1,228
405
$1.41M 0.04%
69,581
+6,397
406
$1.41M 0.04%
9,315
-4
407
$1.4M 0.04%
56,984
-1,217
408
$1.39M 0.04%
33,512
+8,788
409
$1.39M 0.04%
29,197
-8,000
410
$1.39M 0.04%
+31,720
411
$1.39M 0.04%
30,635
-96
412
$1.38M 0.04%
34,596
+1,534
413
$1.38M 0.04%
112,700
-6,825
414
$1.38M 0.04%
13,293
-39
415
$1.38M 0.04%
+41,398
416
$1.38M 0.04%
13,957
-796
417
$1.37M 0.04%
4,743
+186
418
$1.37M 0.04%
2,747
+149
419
$1.37M 0.04%
4,178
+470
420
$1.35M 0.04%
16,575
-81
421
$1.35M 0.04%
5,011
+870
422
$1.34M 0.04%
29,795
+1,677
423
$1.34M 0.04%
1,916
+81
424
$1.34M 0.04%
19,966
+39
425
$1.34M 0.04%
12,058
-60
15 16
17
18 19