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
876
$310K 0.01%
7,602
-637
877
$310K 0.01%
7,809
-826
878
$308K 0.01%
5,837
-2,106
879
$307K 0.01%
10,748
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880
$307K 0.01%
8,987
-680
881
$305K 0.01%
12,470
+398
882
$305K 0.01%
10,446
-3,060
883
$304K 0.01%
6,570
-210
884
$304K 0.01%
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885
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+13,825
886
$304K 0.01%
2,354
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887
$303K 0.01%
10,587
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888
$301K 0.01%
13,974
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889
$300K 0.01%
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890
$299K 0.01%
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895
$296K 0.01%
22,598
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896
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10,272
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$295K 0.01%
2,590
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898
$294K 0.01%
1,003
-130
899
$294K 0.01%
3,080
900
$293K 0.01%
3,935
+675
34 35
36
37 38