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
776
$402K 0.01%
11,364
-16,724
777
$401K 0.01%
9,719
778
$400K 0.01%
19,098
-775
779
$399K 0.01%
36,721
+2,280
780
$399K 0.01%
4,390
+376
781
$398K 0.01%
3,073
-2
782
$397K 0.01%
4,680
-9,072
783
$394K 0.01%
19,419
-4,559
784
$394K 0.01%
6,283
-407
785
$393K 0.01%
2,281
-103
786
$393K 0.01%
1,275
-141
787
$393K 0.01%
3,950
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788
$392K 0.01%
3,712
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789
$390K 0.01%
+19,763
790
$390K 0.01%
5,250
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$389K 0.01%
57,096
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2,221
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793
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15,295
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794
$384K 0.01%
52
795
$378K 0.01%
3,340
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796
$378K 0.01%
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797
$376K 0.01%
5,770
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798
$376K 0.01%
19,946
+1,404
799
$375K 0.01%
4,711
-15
800
$375K 0.01%
12,513
+398
30 31
32
33 34