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
351
$101K 0.04%
1,954
+1,196
352
$101K 0.04%
10,686
-691
353
$101K 0.04%
3,965
354
$100K 0.04%
2,998
+2,688
355
$100K 0.04%
4,492
356
$100K 0.04%
856
+34
357
$99K 0.04%
1,216
-16
358
$99K 0.04%
2,870
+420
359
$99K 0.04%
1,040
+24
360
$98K 0.04%
2,412
+556
361
$98K 0.04%
1,164
-23
362
$97K 0.04%
4,457
-65
363
$96K 0.04%
2,066
-413
364
$95K 0.04%
1,750
-7,079
365
$95K 0.04%
1,455
-49
366
$94K 0.04%
1,514
+249
367
$94K 0.04%
2,244
+1,809
368
$94K 0.04%
450
+25
369
$94K 0.04%
+1,004
370
$92K 0.04%
1,446
-339
371
$91K 0.04%
2,380
+2
372
$91K 0.04%
814
+770
373
$90K 0.04%
274
-18
374
$90K 0.04%
680
-131
375
$89K 0.04%
1,676
+20
13 14
15
16 17