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
276
$172K 0.07%
3,116
-86
277
$172K 0.07%
1,161
+1
278
$171K 0.07%
4,929
-137
279
$170K 0.07%
2,220
-94
280
$168K 0.07%
2,864
+4
281
$166K 0.07%
4,413
+3,753
282
$165K 0.07%
+5,238
283
$163K 0.07%
3,282
-647
284
$162K 0.07%
2,881
-838
285
$162K 0.07%
862
+368
286
$162K 0.07%
2,737
-308
287
$161K 0.07%
3,639
+350
288
$160K 0.07%
13,803
289
$159K 0.07%
2,500
290
$158K 0.07%
2,051
-22
291
$158K 0.07%
1,889
+41
292
$158K 0.07%
2,762
+1,325
293
$158K 0.07%
3,275
-1,137
294
$157K 0.07%
7,831
-901
295
$157K 0.07%
4,099
+4,059
296
$155K 0.07%
11,019
+5,904
297
$154K 0.07%
2,868
-1,166
298
$152K 0.06%
1,375
+775
299
$152K 0.06%
1,349
+734
300
$151K 0.06%
2,593
10 11
12
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