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
951
$264K 0.01%
2,479
+14
952
$263K 0.01%
144
-11
953
$261K 0.01%
1,193
+52
954
$261K 0.01%
7,763
+216
955
$261K 0.01%
1,420
-153
956
$260K 0.01%
4,792
+117
957
$260K 0.01%
3,800
-60
958
$259K 0.01%
3,665
-36
959
$259K 0.01%
5,937
-412
960
$258K 0.01%
+2,810
961
$257K 0.01%
9,824
+892
962
$257K 0.01%
+13,700
963
$255K 0.01%
12,292
-401
964
$254K 0.01%
2,743
-41
965
$254K 0.01%
4,712
+21
966
$254K 0.01%
2,938
+10
967
$253K 0.01%
3,729
-1,420
968
$253K 0.01%
3,763
-42
969
$253K 0.01%
+7,924
970
$253K 0.01%
3,427
-236
971
$252K 0.01%
+2,489
972
$250K 0.01%
10,194
973
$249K 0.01%
2,564
-4
974
$249K 0.01%
440
-28
975
$249K 0.01%
6,841
+7
37 38
39
40 41