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
126
$5.9M 0.16%
54,713
+527
127
$5.8M 0.16%
28,353
+434
128
$5.75M 0.16%
121,445
+3,182
129
$5.7M 0.16%
133,308
-1,120
130
$5.69M 0.16%
58,694
-554
131
$5.62M 0.15%
243,663
+5,826
132
$5.59M 0.15%
+103,875
133
$5.58M 0.15%
86,500
+1,052
134
$5.53M 0.15%
357,335
+14,296
135
$5.51M 0.15%
236,273
+5,409
136
$5.49M 0.15%
137,929
-2,040
137
$5.45M 0.15%
7,707
+60
138
$5.33M 0.15%
58,687
-1,972
139
$5.33M 0.15%
10,469
-190
140
$5.31M 0.15%
39,011
141
$5.27M 0.15%
25,645
-1,420
142
$5.24M 0.14%
233,083
+37,488
143
$5.21M 0.14%
139,087
+86
144
$5.16M 0.14%
23,592
+3,873
145
$5.1M 0.14%
+154,961
146
$5.09M 0.14%
32,340
-227
147
$5.07M 0.14%
71,670
+3,811
148
$5.07M 0.14%
88,944
+3,144
149
$5.07M 0.14%
24,027
+4,388
150
$5M 0.14%
49,673
+196
4 5
6
7 8