IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,601
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$4.42M
3
+$3.6M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.21M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.99M

Top Sells

1
+$15M
2
+$4.75M
3
+$3.5M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.88M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$2.57M

Sector Composition

1 Technology 7.24%
2 Healthcare 6%
3 Consumer Discretionary 5.12%
4 Financials 5.09%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$225K 0.1%
4,970
+93
227
$223K 0.09%
2,141
+2,000
228
$217K 0.09%
5,588
-142
229
$217K 0.09%
3,070
-650
230
$216K 0.09%
2,825
231
$215K 0.09%
7,906
+3,107
232
$214K 0.09%
3,313
-73,469
233
$212K 0.09%
8,289
+1,400
234
$211K 0.09%
3,858
+1,234
235
$211K 0.09%
3,756
+730
236
$211K 0.09%
2,375
237
$208K 0.09%
1,316
-433
238
$207K 0.09%
+15,120
239
$205K 0.09%
6,120
+279
240
$205K 0.09%
15,860
+10,750
241
$204K 0.09%
15,939
-427
242
$202K 0.09%
2,162
-8
243
$202K 0.09%
4,500
+105
244
$200K 0.09%
4,384
+4,357
245
$199K 0.08%
+7,985
246
$199K 0.08%
16,440
-499
247
$198K 0.08%
+7,900
248
$198K 0.08%
9,903
-289
249
$197K 0.08%
2,240
-16,876
250
$194K 0.08%
18,553
-632
8 9
10
11 12