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
801
$374K 0.01%
4,700
802
$373K 0.01%
23,123
-1,093
803
$372K 0.01%
28,610
+14,275
804
$372K 0.01%
11,422
+82
805
$371K 0.01%
64,596
806
$371K 0.01%
14,120
-1,964
807
$370K 0.01%
11,405
+844
808
$367K 0.01%
8,736
809
$366K 0.01%
2,251
+822
810
$365K 0.01%
7,938
-599
811
$364K 0.01%
6,946
+4
812
$363K 0.01%
47,000
-900
813
$363K 0.01%
1,870
-25
814
$362K 0.01%
+10,777
815
$361K 0.01%
8,510
-2,955
816
$361K 0.01%
1,937
+344
817
$360K 0.01%
11,280
+1,042
818
$358K 0.01%
9,647
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819
$358K 0.01%
1,489
-828
820
$356K 0.01%
2,175
+2
821
$351K 0.01%
3,656
-11
822
$351K 0.01%
11,893
823
$350K 0.01%
24,845
824
$350K 0.01%
9,550
-939
825
$349K 0.01%
+22,422
31 32
33
34 35