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
576
$756K 0.02%
14,923
+462
577
$756K 0.02%
3,754
-66
578
$755K 0.02%
7,337
+2,986
579
$754K 0.02%
18,540
+543
580
$753K 0.02%
4,232
+13
581
$745K 0.02%
8,604
-370
582
$740K 0.02%
16,722
+4,967
583
$738K 0.02%
7,965
-1,058
584
$737K 0.02%
3,168
-7
585
$735K 0.02%
9,164
586
$731K 0.02%
6,698
-6,822
587
$729K 0.02%
1
588
$729K 0.02%
1,927
+22
589
$723K 0.02%
24,424
-87
590
$722K 0.02%
13,101
+277
591
$717K 0.02%
8,725
+41
592
$716K 0.02%
13,614
+1,841
593
$716K 0.02%
9,723
-12,565
594
$715K 0.02%
29,369
-1,123
595
$712K 0.02%
10,593
-334
596
$707K 0.02%
26,626
+440
597
$704K 0.02%
16,511
-1,050
598
$703K 0.02%
16,653
-1,794
599
$701K 0.02%
5,835
+1,173
600
$700K 0.02%
+13,666
22 23
24
25 26