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
401
$79K 0.03%
512
+1
402
$77K 0.03%
1,696
-1,033
403
$77K 0.03%
622
404
$77K 0.03%
1,212
-1,058
405
$76K 0.03%
371
406
$76K 0.03%
5,131
-1,465
407
$76K 0.03%
1,761
+117
408
$75K 0.03%
4,590
+22
409
$75K 0.03%
5,680
410
$75K 0.03%
3,840
-505
411
$74K 0.03%
708
-28
412
$74K 0.03%
2,338
+2,307
413
$73K 0.03%
6,261
414
$73K 0.03%
3,232
415
$73K 0.03%
663
+7
416
$72K 0.03%
890
-62
417
$72K 0.03%
+2,142
418
$72K 0.03%
1,487
419
$72K 0.03%
1,827
420
$71K 0.03%
+1,700
421
$71K 0.03%
1,414
+5
422
$71K 0.03%
1,109
+61
423
$71K 0.03%
1,400
424
$71K 0.03%
526
+17
425
$71K 0.03%
4,196
+3,328
15 16
17
18 19