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
26
$23.9M 0.66%
138,066
+16,711
27
$23.6M 0.65%
523,828
-17,040
28
$21.6M 0.59%
212,119
+32,188
29
$21.5M 0.59%
78,004
+541
30
$20.5M 0.56%
187,361
+590
31
$20.2M 0.56%
656,186
-535,223
32
$20.2M 0.56%
248,082
-14,593
33
$19.8M 0.54%
40,680
+979
34
$19.6M 0.54%
67,751
+3,982
35
$19.5M 0.54%
285,071
+15,447
36
$19.4M 0.53%
371,228
+59,451
37
$18.9M 0.52%
240,535
-55,766
38
$18M 0.5%
355,308
-242,595
39
$17.4M 0.48%
117,669
-7,509
40
$17.3M 0.48%
342,235
-111,401
41
$17.3M 0.48%
56,949
-27,934
42
$17.3M 0.47%
188,181
+10,018
43
$16.7M 0.46%
124,250
+395
44
$16.6M 0.46%
170,153
+7,098
45
$16.4M 0.45%
351,144
+22,540
46
$16.3M 0.45%
402,017
+5,088
47
$16.1M 0.44%
90,796
+2,772
48
$15.6M 0.43%
196,259
+7,149
49
$15.5M 0.43%
702,502
+598,805
50
$15.2M 0.42%
150,695
-47,066
1
2
3 4 5