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
451
$1.2M 0.03%
8,223
-316
452
$1.19M 0.03%
27,149
-1,961
453
$1.17M 0.03%
27,767
-6,165
454
$1.17M 0.03%
28,298
-453
455
$1.16M 0.03%
4,761
-345
456
$1.16M 0.03%
10,021
+202
457
$1.15M 0.03%
20,070
+1,606
458
$1.15M 0.03%
21,634
-3,980
459
$1.14M 0.03%
14,697
+1,417
460
$1.14M 0.03%
3,240
+2
461
$1.13M 0.03%
127,615
-1,567
462
$1.13M 0.03%
8,523
+40
463
$1.13M 0.03%
+10,348
464
$1.13M 0.03%
22,477
+177
465
$1.12M 0.03%
25,943
-62
466
$1.12M 0.03%
10,767
+1,080
467
$1.12M 0.03%
19,859
-85
468
$1.11M 0.03%
23,995
-5,578
469
$1.11M 0.03%
15,256
+978
470
$1.11M 0.03%
51,797
+37
471
$1.1M 0.03%
5,842
-380
472
$1.1M 0.03%
15,759
+2,240
473
$1.1M 0.03%
10,896
+734
474
$1.09M 0.03%
13,643
+2,576
475
$1.09M 0.03%
1,218
+58
17 18
19
20 21