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
1126
$65.7K ﹤0.01%
11,425
1127
$64.1K ﹤0.01%
10,000
1128
$61.9K ﹤0.01%
11,953
-154
1129
$61.9K ﹤0.01%
12,258
+145
1130
$57.8K ﹤0.01%
32,121
1131
$57.2K ﹤0.01%
49,345
-1,000
1132
$55.2K ﹤0.01%
+10,085
1133
$53.6K ﹤0.01%
12,700
1134
$47.6K ﹤0.01%
33,750
1135
$34K ﹤0.01%
+12,895
1136
$33.3K ﹤0.01%
17,000
1137
$28.4K ﹤0.01%
+10,583
1138
$23.5K ﹤0.01%
10,249
1139
$18.9K ﹤0.01%
12,697
+2,295
1140
$15.3K ﹤0.01%
11,612
1141
$12.2K ﹤0.01%
24,000
1142
$9.7K ﹤0.01%
500
1143
$7.03K ﹤0.01%
+20,100
1144
$6.5K ﹤0.01%
12,000
1145
$5.78K ﹤0.01%
1,395
+110
1146
$3.29K ﹤0.01%
78,586
+41,992
1147
– –
-575
1148
– –
-1,414
1149
– –
-11,110
1150
– –
-4,379
44 45
46
47 48