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
576
$41K 0.02%
1,102
577
$41K 0.02%
6,728
578
$40K 0.02%
1,015
579
$40K 0.02%
1,720
-342
580
$40K 0.02%
1,428
581
$40K 0.02%
2,665
582
$40K 0.02%
443
583
$40K 0.02%
+1,229
584
$40K 0.02%
1,320
-2,010
585
$40K 0.02%
429
586
$39K 0.02%
201
587
$39K 0.02%
780
588
$39K 0.02%
6,228
589
$39K 0.02%
1,007
590
$39K 0.02%
832
591
$39K 0.02%
1,840
592
$39K 0.02%
+302
593
$39K 0.02%
606
594
$39K 0.02%
+1,300
595
$38K 0.02%
184
-68
596
$38K 0.02%
485
597
$38K 0.02%
+1,504
598
$38K 0.02%
810
599
$38K 0.02%
217
600
$38K 0.02%
500
22 23
24
25 26