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
101
$7.57M 0.21%
41,579
-325
102
$7.54M 0.21%
169,695
+14,658
103
$7.53M 0.21%
213,476
-28,468
104
$7.44M 0.2%
+943,100
105
$7.31M 0.2%
25,032
+958
106
$7.31M 0.2%
352,143
+2,511
107
$7.26M 0.2%
47,543
-562
108
$7.22M 0.2%
35,290
-2,797
109
$7.12M 0.2%
189,695
-2,004
110
$7.04M 0.19%
314,501
+37,338
111
$7.02M 0.19%
31,517
+48
112
$6.98M 0.19%
83,665
+11,252
113
$6.87M 0.19%
24,638
-2,622
114
$6.84M 0.19%
133,748
+11,945
115
$6.82M 0.19%
69,375
+2,034
116
$6.75M 0.19%
124,052
-3,900
117
$6.55M 0.18%
150,327
-521
118
$6.4M 0.18%
143,081
-7,054
119
$6.31M 0.17%
237,699
+86,483
120
$6.15M 0.17%
91,661
+12,727
121
$6.13M 0.17%
130,771
+18,311
122
$6.08M 0.17%
9,164
-529
123
$6M 0.16%
10,673
+127
124
$5.96M 0.16%
62,194
-1,312
125
$5.92M 0.16%
+141,501
3 4
5
6 7