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
551
$826K 0.02%
+4,997
552
$825K 0.02%
7,845
553
$823K 0.02%
18,581
+1,417
554
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28,511
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555
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18,084
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556
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4,943
-605
557
$809K 0.02%
11,060
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558
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4,571
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559
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560
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561
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3,188
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562
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768
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563
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15,123
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564
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10,009
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565
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10,429
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11,325
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$779K 0.02%
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17,775
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572
$767K 0.02%
8,719
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573
$764K 0.02%
11,053
+47
574
$762K 0.02%
1,922
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575
$758K 0.02%
131
+4
21 22
23
24 25