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
376
$89K 0.04%
4,115
+104
377
$89K 0.04%
2,814
378
$89K 0.04%
1,533
-71
379
$88K 0.04%
2,911
-4,348
380
$88K 0.04%
1,152
+32
381
$88K 0.04%
2,626
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382
$88K 0.04%
597
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383
$88K 0.04%
1,886
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384
$86K 0.04%
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385
$86K 0.04%
1,009
+9
386
$86K 0.04%
1,672
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387
$85K 0.04%
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388
$84K 0.04%
1,264
-6
389
$84K 0.04%
1,716
-87
390
$83K 0.04%
1,375
+6
391
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1,265
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392
$82K 0.03%
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393
$81K 0.03%
5,608
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394
$80K 0.03%
1,515
-12,039
395
$80K 0.03%
5,122
396
$80K 0.03%
729
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397
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1,025
398
$79K 0.03%
1,760
-1,990
399
$79K 0.03%
689
-19,482
400
$79K 0.03%
1,543
+9
14 15
16
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