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
926
$274K 0.01%
+16,359
927
$273K 0.01%
3,088
928
$272K 0.01%
20,000
929
$272K 0.01%
4,002
930
$272K 0.01%
14,000
+1,000
931
$271K 0.01%
+708
932
$271K 0.01%
6,589
-5,029
933
$270K 0.01%
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-901
934
$270K 0.01%
+4,623
935
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6,271
+248
936
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937
$269K 0.01%
1,722
-537
938
$269K 0.01%
1,112
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939
$268K 0.01%
3,556
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940
$268K 0.01%
3,285
+4
941
$267K 0.01%
4,590
-6,233
942
$267K 0.01%
72
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$267K 0.01%
23,322
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3,122
-23,242
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595
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$266K 0.01%
3,303
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947
$264K 0.01%
4,185
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948
$264K 0.01%
12,703
-101
949
$264K 0.01%
+12,961
950
$264K 0.01%
6,899
36 37
38
39 40