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
326
$116K 0.05%
4,458
327
$115K 0.05%
1,847
+1,407
328
$114K 0.05%
2,933
-377
329
$114K 0.05%
2,342
+38
330
$113K 0.05%
2,640
+66
331
$112K 0.05%
625
+253
332
$111K 0.05%
2,524
+1,408
333
$111K 0.05%
+1,896
334
$111K 0.05%
2,510
+396
335
$111K 0.05%
4,875
+750
336
$110K 0.05%
702
-40
337
$110K 0.05%
3,860
+14
338
$109K 0.05%
2,084
-38
339
$109K 0.05%
2,085
340
$108K 0.05%
2,887
-136
341
$108K 0.05%
5,501
-126
342
$108K 0.05%
1,224
-783
343
$108K 0.05%
1,159
-116
344
$106K 0.05%
2,196
-187
345
$105K 0.04%
9,995
+9,184
346
$104K 0.04%
2,848
+1,506
347
$104K 0.04%
1,363
348
$103K 0.04%
1,832
-1,736
349
$103K 0.04%
15,281
-415
350
$102K 0.04%
1,983
+1,499
12 13
14
15 16