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
251
$193K 0.08%
2,260
252
$192K 0.08%
2,310
+2
253
$191K 0.08%
1,566
+278
254
$190K 0.08%
10,312
-3,186
255
$188K 0.08%
1,648
-86
256
$187K 0.08%
2,921
+2,821
257
$186K 0.08%
4,997
+3,215
258
$185K 0.08%
16,721
-75
259
$181K 0.08%
94
+26
260
$180K 0.08%
2,828
-9,068
261
$180K 0.08%
2,332
-291
262
$179K 0.08%
1,962
+896
263
$179K 0.08%
3,762
+84
264
$178K 0.08%
3,370
+26
265
$178K 0.08%
3,104
-60,968
266
$177K 0.08%
2,366
-1,703
267
$176K 0.07%
4,701
-560
268
$175K 0.07%
5,657
+5,193
269
$175K 0.07%
6,572
270
$174K 0.07%
+2,744
271
$174K 0.07%
5,548
+2,364
272
$174K 0.07%
3,269
+1,299
273
$173K 0.07%
1,139
-48
274
$173K 0.07%
22,852
-1,449
275
$172K 0.07%
2,264
-176
9 10
11
12 13