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
51
$1.1M 0.47%
9,795
-1,750
52
$1.09M 0.46%
8,036
+2,588
53
$1.06M 0.45%
11,051
-2,556
54
$1.06M 0.45%
21,740
-15,700
55
$1.05M 0.45%
11,517
+10,566
56
$1.03M 0.44%
11,193
-481
57
$1.02M 0.44%
31,556
+31,200
58
$1.02M 0.43%
5,902
+413
59
$992K 0.42%
6,404
-70
60
$985K 0.42%
14,876
-281
61
$967K 0.41%
19,140
+6,614
62
$932K 0.4%
23,043
+22,308
63
$928K 0.4%
27,422
+15,151
64
$919K 0.39%
8,596
-1,053
65
$884K 0.38%
13,903
-2,782
66
$861K 0.37%
12,146
+5,200
67
$860K 0.37%
5,370
+359
68
$844K 0.36%
8,365
+444
69
$839K 0.36%
4,525
+1,934
70
$838K 0.36%
7,618
+73
71
$834K 0.36%
13,922
+3,906
72
$830K 0.35%
8,818
+176
73
$820K 0.35%
9,421
+6,988
74
$798K 0.34%
3,087
-460
75
$794K 0.34%
15,468
-13,518
1 2
3
4 5