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
301
$149K 0.06%
1,857
+10
302
$149K 0.06%
3,258
-364
303
$141K 0.06%
1,900
+41
304
$139K 0.06%
11,535
+4,535
305
$138K 0.06%
+9,389
306
$137K 0.06%
+3,630
307
$137K 0.06%
565
-322
308
$136K 0.06%
1,064
-149
309
$130K 0.06%
2,585
-509
310
$129K 0.05%
4,340
+5
311
$126K 0.05%
1,311
+578
312
$126K 0.05%
2,998
+36
313
$126K 0.05%
1,347
-622
314
$125K 0.05%
5,529
315
$125K 0.05%
3,073
-3,992
316
$125K 0.05%
2,572
-221
317
$123K 0.05%
4,078
-39
318
$121K 0.05%
1,054
+167
319
$120K 0.05%
+5,990
320
$119K 0.05%
1,496
+1,056
321
$119K 0.05%
5,770
-102
322
$118K 0.05%
2,008
+1,293
323
$118K 0.05%
20,808
+13,675
324
$117K 0.05%
1,585
+85
325
$117K 0.05%
1,845
+996
11 12
13
14 15