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
76
$10.9M 0.3%
80,376
+6,344
77
$10.8M 0.3%
59,180
-2,931
78
$10.7M 0.29%
251,700
-22,123
79
$10.6M 0.29%
434,792
+383,509
80
$10.6M 0.29%
148,383
+17,579
81
$10.5M 0.29%
+294,784
82
$10.4M 0.29%
130,646
-26,705
83
$10.4M 0.29%
76,322
-679
84
$10.3M 0.28%
91,484
+31,079
85
$10.3M 0.28%
94,603
+18,886
86
$10.2M 0.28%
27,948
+1,226
87
$10.1M 0.28%
10,198
+159
88
$9.77M 0.27%
324,196
+303,997
89
$9.34M 0.26%
99,471
-683
90
$8.84M 0.24%
105,614
+3,684
91
$8.83M 0.24%
81,272
-7,292
92
$8.68M 0.24%
64,790
+3,040
93
$8.58M 0.24%
198,614
+188,063
94
$8.44M 0.23%
40,272
+3,494
95
$8.2M 0.23%
200,758
+15,580
96
$8.15M 0.22%
133,166
+21,032
97
$8.04M 0.22%
158,996
-169,161
98
$8.03M 0.22%
101,998
-1,361
99
$8M 0.22%
243,963
+34,947
100
$7.65M 0.21%
161,078
-280,905
2 3
4
5 6