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
201
$3.47M 0.1%
14,888
+1,896
202
$3.46M 0.1%
12,655
+799
203
$3.43M 0.09%
48,841
-7,712
204
$3.41M 0.09%
86,405
+10,942
205
$3.4M 0.09%
92,511
-17,259
206
$3.4M 0.09%
26,720
-2,615
207
$3.4M 0.09%
65,262
-18,396
208
$3.38M 0.09%
153,826
+5,742
209
$3.36M 0.09%
68,652
-3,482
210
$3.36M 0.09%
43,295
+2,757
211
$3.35M 0.09%
56,688
+360
212
$3.34M 0.09%
32,675
-10,511
213
$3.34M 0.09%
111,833
+17,039
214
$3.31M 0.09%
23,867
+11,168
215
$3.31M 0.09%
29,434
-690
216
$3.31M 0.09%
10,362
+1,081
217
$3.28M 0.09%
30,079
+1,780
218
$3.28M 0.09%
116,949
-8,037
219
$3.27M 0.09%
23,065
-334
220
$3.22M 0.09%
37,859
+12,993
221
$3.22M 0.09%
84,876
-4,803
222
$3.21M 0.09%
13,559
+1,151
223
$3.21M 0.09%
16,405
-1,211
224
$3.17M 0.09%
16,056
+11,694
225
$3.17M 0.09%
108,678
+32,241
7 8
9
10 11