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
526
$913K 0.03%
16,267
-20,934
527
$892K 0.02%
5,375
-350
528
$889K 0.02%
8,076
+700
529
$876K 0.02%
4,114
-317
530
$873K 0.02%
+42,310
531
$872K 0.02%
8,120
+458
532
$867K 0.02%
20,509
+72
533
$865K 0.02%
3,805
-166
534
$863K 0.02%
1,844
-14
535
$858K 0.02%
6,167
+25
536
$858K 0.02%
2,525
-24
537
$856K 0.02%
103,545
-54,698
538
$856K 0.02%
1,168
+106
539
$852K 0.02%
21,528
-15,987
540
$849K 0.02%
325
-8
541
$848K 0.02%
12,299
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542
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74,657
-1,900
543
$845K 0.02%
2,333
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544
$844K 0.02%
2,991
+177
545
$842K 0.02%
6,265
-342
546
$839K 0.02%
24,347
-934
547
$838K 0.02%
11,900
+2,857
548
$837K 0.02%
+29,627
549
$833K 0.02%
27,688
550
$833K 0.02%
9,589
+46
20 21
22
23 24