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
651
$577K 0.02%
13,416
-2,405
652
$575K 0.02%
10,189
+6,030
653
$572K 0.02%
3,403
-252
654
$569K 0.02%
7,740
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655
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3,293
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656
$566K 0.02%
7,640
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657
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14,736
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658
$564K 0.02%
9,039
-336
659
$563K 0.02%
16,688
-4,064
660
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15,302
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661
$562K 0.02%
9,397
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662
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+11,268
663
$558K 0.02%
11,422
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664
$557K 0.02%
3,041
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665
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667
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668
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4,283
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10,302
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670
$552K 0.02%
4,189
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671
$551K 0.02%
22,342
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672
$551K 0.02%
4,539
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673
$547K 0.02%
11,375
-45
674
$547K 0.02%
+1,988
675
$544K 0.02%
1,737
-193
25 26
27
28 29