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
726
$468K 0.01%
12,325
+117
727
$466K 0.01%
9,180
-790
728
$462K 0.01%
28,408
+2,888
729
$457K 0.01%
38,464
-1,100
730
$457K 0.01%
5,558
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731
$457K 0.01%
6,078
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732
$456K 0.01%
1,380
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733
$456K 0.01%
10,187
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734
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3,207
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735
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2,165
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736
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737
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2,986
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13,768
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739
$443K 0.01%
222
740
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8,381
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742
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8,887
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6,639
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744
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16,010
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745
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3,418
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746
$433K 0.01%
34,370
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747
$431K 0.01%
+8,659
748
$431K 0.01%
562
-38
749
$431K 0.01%
5,425
+178
750
$431K 0.01%
7,184
-111
28 29
30
31 32