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
726
$23K 0.01%
2,000
-1,312
727
$23K 0.01%
382
-19
728
$23K 0.01%
298
729
$23K 0.01%
236
+72
730
$23K 0.01%
556
731
$23K 0.01%
260
-31
732
$23K 0.01%
256
733
$23K 0.01%
301
-196
734
$23K 0.01%
363
735
$23K 0.01%
1,356
+56
736
$23K 0.01%
+3,080
737
$23K 0.01%
421
-44
738
$23K 0.01%
27
739
$23K 0.01%
1,425
-3,384
740
$22K 0.01%
+937
741
$22K 0.01%
+574
742
$22K 0.01%
1,920
743
$22K 0.01%
530
744
$22K 0.01%
+983
745
$22K 0.01%
2,323
-350
746
$22K 0.01%
284
-32
747
$22K 0.01%
660
-2,364
748
$22K 0.01%
498
749
$22K 0.01%
575
750
$22K 0.01%
1,460
28 29
30
31 32