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
1051
$217K 0.01%
43,178
+1,032
1052
$217K 0.01%
5,285
-1,910
1053
$216K 0.01%
674
1054
$216K 0.01%
+888
1055
$213K 0.01%
+1,265
1056
$213K 0.01%
3,599
+81
1057
$213K 0.01%
4,642
-7
1058
$213K 0.01%
11,080
-775
1059
$213K 0.01%
9,348
-440
1060
$213K 0.01%
+13,240
1061
$212K 0.01%
+3,756
1062
$212K 0.01%
+386
1063
$212K 0.01%
2,508
-552
1064
$211K 0.01%
+23,046
1065
$211K 0.01%
+5,855
1066
$211K 0.01%
2,956
-370
1067
$211K 0.01%
1,754
-45
1068
$211K 0.01%
+9,979
1069
$211K 0.01%
+3,562
1070
$211K 0.01%
2,535
-363
1071
$211K 0.01%
11,551
-1,053
1072
$210K 0.01%
1,333
-24
1073
$210K 0.01%
+4,756
1074
$209K 0.01%
4,804
+124
1075
$209K 0.01%
1,221
-136
41 42
43
44 45