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 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
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554
$44K 0.02%
777
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555
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556
$43K 0.02%
400
557
$43K 0.02%
558
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558
$43K 0.02%
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559
$43K 0.02%
2,873
560
$42K 0.02%
2,256
561
$42K 0.02%
670
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562
$42K 0.02%
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563
$42K 0.02%
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564
$42K 0.02%
809
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$42K 0.02%
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$42K 0.02%
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567
$42K 0.02%
306
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800
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574
$41K 0.02%
777
575
$41K 0.02%
665
+1
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