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
51
$14.9M 0.41%
239,756
+152,984
52
$14.8M 0.41%
236,612
+3,650
53
$14.8M 0.41%
132,344
+3,055
54
$14.7M 0.4%
48,242
-3,494
55
$14.6M 0.4%
83,008
-1,559
56
$14.4M 0.4%
+282,375
57
$13.9M 0.38%
24,412
-597
58
$13.7M 0.38%
515,968
-10,727
59
$13.7M 0.38%
31,188
+1,384
60
$13.6M 0.37%
121,171
+2,076
61
$13.6M 0.37%
32,031
-2,014
62
$13.4M 0.37%
165,683
+26,583
63
$13.4M 0.37%
266,426
+44,918
64
$13.2M 0.36%
43,520
+9,951
65
$13M 0.36%
86,636
+4,848
66
$12.6M 0.35%
253,816
+7,805
67
$12.6M 0.35%
71,343
+19,983
68
$12M 0.33%
412,349
+93,052
69
$11.9M 0.33%
120,254
+1,684
70
$11.9M 0.33%
74,615
+6,922
71
$11.8M 0.33%
33,320
+578
72
$11.8M 0.32%
131,866
+50,587
73
$11.6M 0.32%
28,748
-2,872
74
$11.5M 0.32%
105,225
+35,747
75
$11.1M 0.31%
60,037
-1,971
1 2
3
4 5