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
751
$430K 0.01%
10,436
-891
752
$430K 0.01%
5,861
753
$429K 0.01%
+4,564
754
$428K 0.01%
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755
$426K 0.01%
795
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8,795
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757
$426K 0.01%
10,493
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758
$425K 0.01%
26,385
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12,514
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760
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8,754
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761
$419K 0.01%
5,559
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762
$419K 0.01%
8,711
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763
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4,505
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9,478
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6,680
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771
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18,110
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772
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4,574
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773
$406K 0.01%
6,015
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774
$403K 0.01%
755
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775
$402K 0.01%
9,239
-5,602
29 30
31
32 33