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
26
$1.71M 0.73%
120,291
+99,857
27
$1.7M 0.73%
20,777
-6
28
$1.67M 0.71%
16,756
+1,379
29
$1.6M 0.68%
31,819
+200
30
$1.6M 0.68%
18,922
+16,645
31
$1.59M 0.68%
10,377
+3,181
32
$1.51M 0.64%
50,516
+30,007
33
$1.51M 0.64%
11,230
+415
34
$1.43M 0.61%
8,626
+746
35
$1.41M 0.6%
28,668
+6,088
36
$1.39M 0.59%
15,330
-1,018
37
$1.39M 0.59%
17,373
-965
38
$1.33M 0.57%
24,909
+3,653
39
$1.27M 0.54%
13,242
+13,065
40
$1.2M 0.51%
6,377
+255
41
$1.2M 0.51%
15,664
+571
42
$1.19M 0.51%
9,087
+7,345
43
$1.18M 0.5%
10,436
-1,024
44
$1.17M 0.5%
44,178
-738
45
$1.16M 0.49%
21,554
+364
46
$1.15M 0.49%
29,741
+29,526
47
$1.13M 0.48%
16,552
+16,541
48
$1.12M 0.48%
13,641
+349
49
$1.12M 0.48%
8,416
-2,526
50
$1.1M 0.47%
15,382
-32
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