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
1
$110M 3.01%
2,176,529
+176,443
2
$94.5M 2.6%
460,447
-1,594
3
$86.9M 2.39%
549,980
+2,735
4
$78M 2.14%
141,386
-7,313
5
$70.1M 1.93%
1,339,077
+149,395
6
$62.6M 1.72%
100,901
+37,412
7
$61.9M 1.7%
194,873
+4,632
8
$61.8M 1.7%
124,335
-1,848
9
$52.6M 1.45%
552,140
+8,474
10
$51.7M 1.42%
83,643
-2,281
11
$48.6M 1.34%
1,528,390
-111,864
12
$46.3M 1.27%
636,649
+168,782
13
$46.1M 1.27%
251,968
+41,543
14
$46M 1.26%
209,485
+9,821
15
$41.7M 1.15%
472,038
+34,987
16
$35.5M 0.98%
164,656
+2,092
17
$34.1M 0.94%
149,952
+85,793
18
$31.2M 0.86%
540,620
+21,738
19
$30.2M 0.83%
40,888
+2,407
20
$28.7M 0.79%
226,644
-4,662
21
$27.3M 0.75%
430,536
+114,196
22
$26.9M 0.74%
509,697
+59,270
23
$26.5M 0.73%
1,035,906
-85,619
24
$25.8M 0.71%
468,248
+122,638
25
$24.1M 0.66%
30,936
+659
1
2 3 4 5