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
926
$12K 0.01%
660
927
$11K ﹤0.01%
2,642
928
$11K ﹤0.01%
+240
929
$11K ﹤0.01%
600
930
$11K ﹤0.01%
896
+96
931
$11K ﹤0.01%
119
932
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114
-49
933
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359
934
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119
+1
935
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924
+337
936
$11K ﹤0.01%
75
-57
937
$11K ﹤0.01%
653
938
$11K ﹤0.01%
500
939
$11K ﹤0.01%
160
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940
$11K ﹤0.01%
681
941
$11K ﹤0.01%
200
942
$11K ﹤0.01%
275
943
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944
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945
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223
946
$11K ﹤0.01%
500
947
$11K ﹤0.01%
200
948
$11K ﹤0.01%
116
+1
949
$11K ﹤0.01%
400
950
$11K ﹤0.01%
105
36 37
38
39 40