IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$5.72M
2
+$4.22M
3
+$3.51M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.22M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3M

Top Sells

1
+$14.1M
2
+$4.5M
3
+$3.34M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.8M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$2.52M

Sector Composition

1 Technology 7.24%
2 Healthcare 5.98%
3 Consumer Discretionary 5.12%
4 Financials 5.11%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$45K 0.02%
2,824
-103
552
$44K 0.02%
1,000
553
$44K 0.02%
1,219
+5
554
$44K 0.02%
777
+620
555
$44K 0.02%
1,665
-233
556
$43K 0.02%
558
+2
557
$43K 0.02%
1,130
-28
558
$43K 0.02%
400
559
$43K 0.02%
2,873
560
$42K 0.02%
809
561
$42K 0.02%
2,256
562
$42K 0.02%
670
-6,175
563
$42K 0.02%
3,653
564
$42K 0.02%
1,750
565
$42K 0.02%
755
+7
566
$42K 0.02%
950
+97
567
$42K 0.02%
306
+247
568
$41K 0.02%
900
569
$41K 0.02%
1,098
+991
570
$41K 0.02%
800
571
$41K 0.02%
2,354
+56
572
$41K 0.02%
777
573
$41K 0.02%
665
+1
574
$41K 0.02%
2,646
-97
575
$41K 0.02%
782
+7
21 22
23
24 25