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
551
$45K 0.02%
666
-605
552
$44K 0.02%
1,000
553
$44K 0.02%
1,219
+5
554
$44K 0.02%
777
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555
$44K 0.02%
1,665
-233
556
$43K 0.02%
558
+2
557
$43K 0.02%
1,130
-28
558
$43K 0.02%
2,873
559
$43K 0.02%
400
560
$42K 0.02%
809
561
$42K 0.02%
2,256
562
$42K 0.02%
670
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563
$42K 0.02%
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564
$42K 0.02%
350
565
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755
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566
$42K 0.02%
950
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567
$42K 0.02%
306
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568
$41K 0.02%
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569
$41K 0.02%
800
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$41K 0.02%
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571
$41K 0.02%
777
572
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665
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$41K 0.02%
2,646
-97
574
$41K 0.02%
782
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575
$41K 0.02%
1,102
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