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
151
$5M 0.14%
17,865
+4,151
152
$4.97M 0.14%
25,573
-1,603
153
$4.96M 0.14%
108,496
+92,450
154
$4.92M 0.14%
52,431
-15,795
155
$4.91M 0.14%
44,590
+4,417
156
$4.9M 0.13%
16,633
+172
157
$4.87M 0.13%
117,472
-17,159
158
$4.82M 0.13%
75,347
+15,492
159
$4.8M 0.13%
33,556
-1,141
160
$4.77M 0.13%
36,117
+1,736
161
$4.73M 0.13%
31,337
-827
162
$4.72M 0.13%
93,185
+5,521
163
$4.68M 0.13%
67,437
+3,340
164
$4.64M 0.13%
11,960
+324
165
$4.61M 0.13%
32,509
-963
166
$4.58M 0.13%
217,434
+7,497
167
$4.56M 0.13%
63,301
+54,214
168
$4.43M 0.12%
35,718
-8,452
169
$4.39M 0.12%
22,535
+57
170
$4.29M 0.12%
57,278
-6,113
171
$4.26M 0.12%
175,708
+11,587
172
$4.23M 0.12%
66,994
+24,529
173
$4.22M 0.12%
67,710
+21,342
174
$4.19M 0.12%
44,264
-5,252
175
$4.15M 0.11%
59,788
+5,151
5 6
7
8 9