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
676
$542K 0.01%
15,583
-3,130
677
$541K 0.01%
7,144
+1,230
678
$540K 0.01%
16,933
-5,151
679
$536K 0.01%
1,276
+80
680
$535K 0.01%
4,474
-127
681
$532K 0.01%
11,518
-9,756
682
$531K 0.01%
40,489
-81
683
$531K 0.01%
10,785
-531
684
$529K 0.01%
3,571
+547
685
$528K 0.01%
14,976
+1,022
686
$524K 0.01%
15,668
+6,862
687
$524K 0.01%
2,810
-398
688
$523K 0.01%
10,299
+500
689
$523K 0.01%
+16,021
690
$522K 0.01%
2,130
-241
691
$519K 0.01%
10,749
+13
692
$518K 0.01%
22,555
+1,308
693
$517K 0.01%
7,050
-588
694
$516K 0.01%
97,489
-945
695
$514K 0.01%
8,178
-1,542
696
$511K 0.01%
5,087
+884
697
$510K 0.01%
9,163
+38
698
$503K 0.01%
42,911
-11,754
699
$503K 0.01%
15,778
-55,638
700
$503K 0.01%
4,571
-1,281
26 27
28
29 30