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
476
$1.09M 0.03%
8,206
-3
477
$1.09M 0.03%
+12,614
478
$1.08M 0.03%
51,317
+1,050
479
$1.08M 0.03%
10,250
+108
480
$1.08M 0.03%
42,008
+242
481
$1.07M 0.03%
32,356
+1,578
482
$1.07M 0.03%
7,744
-939
483
$1.06M 0.03%
21,160
+7,812
484
$1.06M 0.03%
41,782
-3,921
485
$1.06M 0.03%
8,281
+2,779
486
$1.06M 0.03%
7,631
+101
487
$1.06M 0.03%
4,433
-47
488
$1.05M 0.03%
1,998
+16
489
$1.05M 0.03%
5,400
490
$1.05M 0.03%
4,422
-17
491
$1.04M 0.03%
2,624
+198
492
$1.04M 0.03%
+10,287
493
$1.03M 0.03%
9,105
-734
494
$1.03M 0.03%
8,492
-256
495
$1.03M 0.03%
+36,983
496
$1.02M 0.03%
20,613
+6,433
497
$1.02M 0.03%
45,743
-496
498
$1.02M 0.03%
4,276
+73
499
$1.01M 0.03%
15,123
500
$1M 0.03%
1,252
+142
18 19
20
21 22