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
426
$70K 0.03%
1,054
+120
427
$70K 0.03%
583
-191
428
$70K 0.03%
3,988
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429
$69K 0.03%
901
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468
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431
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983
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433
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905
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$68K 0.03%
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435
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580
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436
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542
437
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960
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438
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3,622
439
$67K 0.03%
2,000
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440
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670
441
$67K 0.03%
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$67K 0.03%
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443
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444
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-100
445
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704
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446
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447
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527
448
$65K 0.03%
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449
$65K 0.03%
2,583
450
$65K 0.03%
1,584
16 17
18
19 20