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
976
$249K 0.01%
1,991
+12
977
$249K 0.01%
5,000
-101
978
$249K 0.01%
5,280
-229
979
$248K 0.01%
5,663
980
$248K 0.01%
+3,613
981
$248K 0.01%
3,169
-1,189
982
$248K 0.01%
4,928
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983
$247K 0.01%
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984
$246K 0.01%
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985
$246K 0.01%
5,352
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986
$244K 0.01%
4,739
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987
$244K 0.01%
+9,992
988
$244K 0.01%
25,450
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989
$244K 0.01%
21,647
+1,173
990
$242K 0.01%
11,709
991
$242K 0.01%
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$242K 0.01%
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993
$242K 0.01%
3,245
-13
994
$241K 0.01%
2,926
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995
$241K 0.01%
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996
$241K 0.01%
10,971
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997
$241K 0.01%
10,321
-2,205
998
$240K 0.01%
+1,472
999
$239K 0.01%
+4,948
1000
$238K 0.01%
4,857
-611
38 39
40
41 42