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
626
$648K 0.02%
21,110
+776
627
$648K 0.02%
17,265
-3,400
628
$646K 0.02%
14,465
+2,507
629
$645K 0.02%
8,677
+290
630
$636K 0.02%
7,915
+493
631
$636K 0.02%
8,873
-645
632
$634K 0.02%
23,720
+4,548
633
$630K 0.02%
12,644
+1,162
634
$629K 0.02%
+13,621
635
$629K 0.02%
2,031
-30
636
$622K 0.02%
8,890
-265
637
$619K 0.02%
26,620
+2,367
638
$616K 0.02%
5,065
-150
639
$614K 0.02%
14,559
+168
640
$612K 0.02%
1,504
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641
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13,136
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642
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18,491
-12,213
643
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1,987
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644
$604K 0.02%
7,040
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645
$599K 0.02%
+27,842
646
$589K 0.02%
2,472
-204
647
$589K 0.02%
4,944
-22
648
$586K 0.02%
22,524
+10,978
649
$586K 0.02%
22,035
-31,204
650
$581K 0.02%
10,688
-286
24 25
26
27 28