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
1076
$208K 0.01%
5,542
+14
1077
$208K 0.01%
+2,663
1078
$207K 0.01%
+5,208
1079
$206K 0.01%
+4,835
1080
$206K 0.01%
4,228
+68
1081
$205K 0.01%
+2,335
1082
$205K 0.01%
582
+3
1083
$205K 0.01%
+1,157
1084
$204K 0.01%
+8,700
1085
$204K 0.01%
8,789
+49
1086
$204K 0.01%
5,612
-748
1087
$204K 0.01%
+10,764
1088
$204K 0.01%
8,576
-710
1089
$204K 0.01%
+1,621
1090
$202K 0.01%
+8,816
1091
$202K 0.01%
+3,221
1092
$201K 0.01%
+698
1093
$201K 0.01%
2,607
+13
1094
$201K 0.01%
4,797
-318
1095
$201K 0.01%
916
+1
1096
$200K 0.01%
+5,512
1097
$196K 0.01%
13,400
+21
1098
$193K 0.01%
10,084
-5,308
1099
$191K 0.01%
+20,740
1100
$175K ﹤0.01%
16,887
-1,640
42 43
44
45 46