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
501
$1M 0.03%
192,715
-14,235
502
$997K 0.03%
20,493
-5,688
503
$990K 0.03%
6,834
+2
504
$987K 0.03%
15,757
+515
505
$984K 0.03%
24,569
+10,315
506
$983K 0.03%
15,339
-213
507
$980K 0.03%
48,033
-26,401
508
$980K 0.03%
5,750
-14
509
$978K 0.03%
40,832
-8,923
510
$977K 0.03%
22,380
+7,693
511
$975K 0.03%
19,817
+186
512
$970K 0.03%
4,909
-215
513
$968K 0.03%
6,873
+128
514
$958K 0.03%
10,348
-50
515
$957K 0.03%
4,571
+78
516
$943K 0.03%
4,433
+2,139
517
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65,534
+4,633
518
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14,177
-14,705
519
$938K 0.03%
5,698
-79
520
$935K 0.03%
18,628
-254
521
$930K 0.03%
128,068
+5,469
522
$926K 0.03%
104,531
-2,400
523
$916K 0.03%
158,190
-4,471
524
$916K 0.03%
35,910
+2,632
525
$914K 0.03%
31,690
+18,749
19 20
21
22 23