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
826
$348K 0.01%
8,635
+13
827
$346K 0.01%
1,416
+643
828
$345K 0.01%
26,725
-5,017
829
$342K 0.01%
12,161
-4,176
830
$340K 0.01%
6,131
-349
831
$338K 0.01%
2,055
+505
832
$338K 0.01%
643
+23
833
$338K 0.01%
9,391
+1,073
834
$336K 0.01%
21,504
+209
835
$336K 0.01%
+6,750
836
$335K 0.01%
1,536
-219
837
$334K 0.01%
+10,192
838
$334K 0.01%
10,827
-3,773
839
$333K 0.01%
3,153
+240
840
$332K 0.01%
+2,582
841
$331K 0.01%
+5,214
842
$331K 0.01%
7,940
+219
843
$331K 0.01%
+3,631
844
$330K 0.01%
3,379
-257
845
$329K 0.01%
2,710
+393
846
$328K 0.01%
8,100
847
$327K 0.01%
4,015
+1,278
848
$326K 0.01%
8,077
+25
849
$326K 0.01%
14,652
850
$326K 0.01%
3,615
+345
32 33
34
35 36