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
701
$26K 0.01%
1,018
+300
702
$26K 0.01%
1,877
703
$26K 0.01%
1,000
704
$25K 0.01%
266
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705
$25K 0.01%
1,213
706
$25K 0.01%
419
707
$25K 0.01%
555
+500
708
$25K 0.01%
1,040
709
$25K 0.01%
600
710
$25K 0.01%
508
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711
$25K 0.01%
806
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712
$25K 0.01%
2,062
+27
713
$24K 0.01%
655
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714
$24K 0.01%
491
715
$24K 0.01%
465
716
$24K 0.01%
1,185
-3,473
717
$24K 0.01%
357
718
$24K 0.01%
288
-44
719
$24K 0.01%
1,575
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720
$24K 0.01%
500
721
$24K 0.01%
206
722
$24K 0.01%
763
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723
$23K 0.01%
1,048
724
$23K 0.01%
2,492
725
$23K 0.01%
970
27 28
29
30 31