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
826
$17K 0.01%
+300
827
$17K 0.01%
688
828
$16K 0.01%
480
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829
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367
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830
$16K 0.01%
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831
$16K 0.01%
491
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832
$16K 0.01%
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833
$16K 0.01%
464
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$16K 0.01%
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835
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836
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837
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838
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840
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841
$16K 0.01%
30
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842
$16K 0.01%
584
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843
$15K 0.01%
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$15K 0.01%
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$15K 0.01%
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846
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100
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1,000
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849
$15K 0.01%
121
850
$15K 0.01%
270
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32 33
34
35 36