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
626
$34K 0.01%
+327
627
$34K 0.01%
518
628
$34K 0.01%
526
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629
$33K 0.01%
553
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280
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$33K 0.01%
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632
$33K 0.01%
474
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633
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634
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635
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262
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636
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637
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850
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$32K 0.01%
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639
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429
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640
$32K 0.01%
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641
$32K 0.01%
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642
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643
$32K 0.01%
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$31K 0.01%
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648
$31K 0.01%
523
649
$31K 0.01%
990
650
$30K 0.01%
361
24 25
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27 28