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
901
$293K 0.01%
3,252
-74
902
$292K 0.01%
2,801
-52
903
$291K 0.01%
+3,113
904
$290K 0.01%
+5,342
905
$289K 0.01%
2,715
-2,398
906
$288K 0.01%
+5,863
907
$288K 0.01%
+5,730
908
$287K 0.01%
2,336
+8
909
$286K 0.01%
21,261
+148
910
$286K 0.01%
57,261
+261
911
$285K 0.01%
1,524
+23
912
$284K 0.01%
729
+10
913
$283K 0.01%
3,166
-1,361
914
$283K 0.01%
5,558
-478
915
$283K 0.01%
25,425
-5,508
916
$281K 0.01%
10,482
-16
917
$281K 0.01%
26,226
+1,619
918
$281K 0.01%
185
+31
919
$280K 0.01%
17,086
+282
920
$280K 0.01%
5,054
-75
921
$280K 0.01%
+4,907
922
$279K 0.01%
6,668
+3
923
$276K 0.01%
13,278
-3,811
924
$276K 0.01%
2,511
-122
925
$276K 0.01%
4,727
+78
35 36
37
38 39