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
601
$38K 0.02%
184
-68
602
$38K 0.02%
485
603
$38K 0.02%
+1,504
604
$38K 0.02%
810
605
$38K 0.02%
217
606
$37K 0.02%
1,969
-3,363
607
$37K 0.02%
1,600
608
$36K 0.02%
+1,973
609
$36K 0.02%
391
+271
610
$36K 0.02%
369
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611
$36K 0.02%
753
612
$36K 0.02%
2,040
613
$36K 0.02%
475
614
$35K 0.01%
3,710
-16
615
$35K 0.01%
148
616
$35K 0.01%
2,442
617
$35K 0.01%
430
+40
618
$35K 0.01%
974
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$34K 0.01%
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620
$34K 0.01%
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621
$34K 0.01%
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622
$34K 0.01%
1,206
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623
$34K 0.01%
785
+78
624
$34K 0.01%
230
-23
625
$34K 0.01%
410
-38
23 24
25
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