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
476
$59K 0.03%
1,363
-400
477
$59K 0.03%
1,846
+96
478
$59K 0.03%
2,050
-300
479
$58K 0.02%
2,500
480
$57K 0.02%
1,651
+10
481
$57K 0.02%
2,458
+2,169
482
$57K 0.02%
1,425
+125
483
$57K 0.02%
770
+2
484
$56K 0.02%
559
485
$56K 0.02%
2,500
486
$56K 0.02%
3,473
487
$56K 0.02%
806
+71
488
$56K 0.02%
2,771
+1
489
$56K 0.02%
+2,299
490
$56K 0.02%
920
491
$56K 0.02%
+2,197
492
$55K 0.02%
915
+100
493
$55K 0.02%
+821
494
$55K 0.02%
1,891
+2
495
$55K 0.02%
536
-272
496
$54K 0.02%
+3,616
497
$54K 0.02%
1,934
+5
498
$54K 0.02%
1,206
499
$54K 0.02%
340
-68
500
$54K 0.02%
935
+727
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