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
501
$53K 0.02%
2,431
+77
502
$53K 0.02%
7,102
-156
503
$53K 0.02%
722
504
$53K 0.02%
1,437
-177
505
$53K 0.02%
1,161
+768
506
$53K 0.02%
375
-20,412
507
$53K 0.02%
1,537
+230
508
$52K 0.02%
+1,421
509
$52K 0.02%
1,340
+240
510
$52K 0.02%
1,639
+1,402
511
$52K 0.02%
1,263
+163
512
$52K 0.02%
413
+169
513
$52K 0.02%
3,273
+148
514
$52K 0.02%
+628
515
$52K 0.02%
3,842
-675
516
$51K 0.02%
2,400
517
$51K 0.02%
486
518
$51K 0.02%
544
-47
519
$51K 0.02%
1,036
520
$50K 0.02%
1,818
+1,722
521
$50K 0.02%
+1,130
522
$49K 0.02%
830
+750
523
$49K 0.02%
2,044
524
$49K 0.02%
7,841
525
$49K 0.02%
334
+69
19 20
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