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
1101
$173K ﹤0.01%
+11,042
1102
$170K ﹤0.01%
+20,466
1103
$169K ﹤0.01%
12,979
-1,662
1104
$169K ﹤0.01%
13,293
-2,483
1105
$168K ﹤0.01%
+11,127
1106
$167K ﹤0.01%
69,263
+887
1107
$166K ﹤0.01%
12,869
-236
1108
$164K ﹤0.01%
14,542
1109
$164K ﹤0.01%
11,015
-288
1110
$159K ﹤0.01%
+15,400
1111
$153K ﹤0.01%
20,328
+4,113
1112
$148K ﹤0.01%
27,900
+500
1113
$143K ﹤0.01%
+13,583
1114
$142K ﹤0.01%
10,203
+22
1115
$127K ﹤0.01%
10,490
1116
$115K ﹤0.01%
33,494
-36,455
1117
$111K ﹤0.01%
+21,100
1118
$106K ﹤0.01%
12,210
+1,824
1119
$104K ﹤0.01%
229,451
+12,068
1120
$101K ﹤0.01%
+11,917
1121
$86.6K ﹤0.01%
+23,850
1122
$85.5K ﹤0.01%
18,665
+3,490
1123
$84.2K ﹤0.01%
51,360
-720
1124
$71.9K ﹤0.01%
+10,700
1125
$71.3K ﹤0.01%
+16,282
43 44
45
46 47