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
176
$4.12M 0.11%
15,118
+1,235
177
$4.08M 0.11%
102,424
-4,152
178
$4.06M 0.11%
69,219
+4,295
179
$4.05M 0.11%
111,257
-18,372
180
$4.04M 0.11%
139,555
-5,730
181
$3.91M 0.11%
33,389
-1,198
182
$3.9M 0.11%
29,225
+459
183
$3.86M 0.11%
91,060
-5,308
184
$3.81M 0.1%
8,228
+454
185
$3.8M 0.1%
44,347
+942
186
$3.76M 0.1%
89,795
+17,178
187
$3.76M 0.1%
40,852
-828
188
$3.74M 0.1%
95,400
+32,730
189
$3.73M 0.1%
23,397
+615
190
$3.71M 0.1%
7,294
+527
191
$3.69M 0.1%
85,298
-3,363
192
$3.62M 0.1%
105,473
-23,348
193
$3.56M 0.1%
13,814
+682
194
$3.55M 0.1%
11,392
+224
195
$3.55M 0.1%
38,014
-131
196
$3.55M 0.1%
24,285
+1,024
197
$3.53M 0.1%
62,443
-922
198
$3.51M 0.1%
+49,543
199
$3.51M 0.1%
71,273
+5,385
200
$3.47M 0.1%
12,422
+71
6 7
8
9 10