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
426
$1.33M 0.04%
34,293
-49,808
427
$1.3M 0.04%
+25,982
428
$1.3M 0.04%
1,645
-1
429
$1.29M 0.04%
5,744
+100
430
$1.29M 0.04%
16,691
+461
431
$1.28M 0.04%
14,102
-7
432
$1.28M 0.04%
25,672
+2,914
433
$1.28M 0.04%
52,943
+186
434
$1.27M 0.04%
12,160
-80
435
$1.26M 0.03%
4,918
-151
436
$1.26M 0.03%
3,356
-222
437
$1.25M 0.03%
49,858
-270
438
$1.24M 0.03%
4,647
+1,250
439
$1.23M 0.03%
46,100
+249
440
$1.23M 0.03%
13,561
-991
441
$1.23M 0.03%
13,545
-939
442
$1.23M 0.03%
263,805
+1,000
443
$1.23M 0.03%
25,563
+835
444
$1.23M 0.03%
12,185
-215
445
$1.21M 0.03%
22,241
-3,670
446
$1.21M 0.03%
61,866
+1,295
447
$1.21M 0.03%
23,238
-25,303
448
$1.21M 0.03%
15,223
-36
449
$1.21M 0.03%
54,788
+1,895
450
$1.2M 0.03%
16,989
-695
16 17
18
19 20