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
1001
$238K 0.01%
1,021
+44
1002
$238K 0.01%
+2,989
1003
$237K 0.01%
6,775
-1,994
1004
$237K 0.01%
3,069
+5
1005
$237K 0.01%
+16,767
1006
$237K 0.01%
99,605
-12,500
1007
$237K 0.01%
4,638
+302
1008
$236K 0.01%
+3,358
1009
$235K 0.01%
16,616
+74
1010
$235K 0.01%
575
+2
1011
$234K 0.01%
10,722
+200
1012
$234K 0.01%
4,555
+142
1013
$234K 0.01%
6,808
-2,443
1014
$234K 0.01%
1,979
+46
1015
$233K 0.01%
+1,718
1016
$233K 0.01%
+9,700
1017
$232K 0.01%
11,175
-4,349
1018
$232K 0.01%
+1,451
1019
$232K 0.01%
8,894
-3,860
1020
$232K 0.01%
+1,225
1021
$230K 0.01%
470
-139
1022
$230K 0.01%
+8,332
1023
$230K 0.01%
11,243
-49
1024
$229K 0.01%
+8,707
1025
$229K 0.01%
5,677
+77
39 40
41
42 43