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
1026
$228K 0.01%
2,402
-52
1027
$228K 0.01%
+5,502
1028
$228K 0.01%
+4,292
1029
$227K 0.01%
+7,100
1030
$226K 0.01%
11,267
+209
1031
$225K 0.01%
731
-39
1032
$225K 0.01%
3,464
+4
1033
$225K 0.01%
2,444
+176
1034
$225K 0.01%
3,305
-22
1035
$224K 0.01%
+5,610
1036
$224K 0.01%
+1,706
1037
$223K 0.01%
+1,244
1038
$223K 0.01%
3,484
-50
1039
$223K 0.01%
+711
1040
$221K 0.01%
10,588
+25
1041
$221K 0.01%
9,078
+590
1042
$221K 0.01%
3,587
+4
1043
$221K 0.01%
11,700
1044
$220K 0.01%
2,663
-767
1045
$220K 0.01%
3,297
+32
1046
$219K 0.01%
382
-30
1047
$219K 0.01%
+1,564
1048
$219K 0.01%
2,016
-1,400
1049
$218K 0.01%
15,035
1050
$217K 0.01%
1,348
40 41
42
43 44