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
851
$325K 0.01%
+3,291
852
$323K 0.01%
662
-24
853
$323K 0.01%
5,884
+111
854
$323K 0.01%
2,095
-30
855
$323K 0.01%
19,251
+22
856
$322K 0.01%
+5,759
857
$322K 0.01%
8,211
-1,198
858
$322K 0.01%
+6,525
859
$321K 0.01%
5,052
+795
860
$321K 0.01%
3,985
-2,819
861
$319K 0.01%
3,221
-1,470
862
$319K 0.01%
2,562
-839
863
$317K 0.01%
+2,199
864
$317K 0.01%
1,096
-16
865
$316K 0.01%
9,513
-869
866
$316K 0.01%
4,773
-286
867
$314K 0.01%
6,065
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868
$314K 0.01%
12,920
-37
869
$313K 0.01%
932
-170
870
$313K 0.01%
13,296
871
$313K 0.01%
7,556
+56
872
$312K 0.01%
7,729
-242
873
$312K 0.01%
4,585
-1,201
874
$312K 0.01%
+4,807
875
$310K 0.01%
8,124
-1,234
33 34
35
36 37