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
451
$65K 0.03%
1,372
452
$65K 0.03%
1,904
+1,584
453
$64K 0.03%
2,491
+1,987
454
$64K 0.03%
581
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455
$64K 0.03%
551
456
$64K 0.03%
2,101
+1,377
457
$63K 0.03%
5,389
458
$63K 0.03%
922
-23
459
$63K 0.03%
2,164
460
$63K 0.03%
1,299
461
$62K 0.03%
535
+2
462
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2,620
-32
463
$62K 0.03%
1,223
-329
464
$62K 0.03%
592
465
$61K 0.03%
962
-56
466
$61K 0.03%
1,500
-16,245
467
$61K 0.03%
1,350
468
$61K 0.03%
1,950
469
$61K 0.03%
1,446
+1,297
470
$60K 0.03%
400
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471
$60K 0.03%
657
472
$60K 0.03%
1,399
+250
473
$60K 0.03%
473
474
$60K 0.03%
5,115
+3,868
475
$60K 0.03%
1,044
-260,220
17 18
19
20 21