IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$5.72M
2
+$4.22M
3
+$3.51M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.22M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3M

Top Sells

1
+$14.1M
2
+$4.5M
3
+$3.34M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.8M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$2.52M

Sector Composition

1 Technology 7.24%
2 Healthcare 5.98%
3 Consumer Discretionary 5.12%
4 Financials 5.11%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$12K 0.01%
195
-2,515
927
$11K ﹤0.01%
2,642
928
$11K ﹤0.01%
+240
929
$11K ﹤0.01%
600
930
$11K ﹤0.01%
896
+96
931
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119
932
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114
-49
933
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338
934
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359
935
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119
+1
936
$11K ﹤0.01%
170
937
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223
938
$11K ﹤0.01%
500
939
$11K ﹤0.01%
200
940
$11K ﹤0.01%
400
941
$11K ﹤0.01%
924
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942
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943
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944
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500
945
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160
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946
$11K ﹤0.01%
681
947
$11K ﹤0.01%
200
948
$11K ﹤0.01%
275
949
$11K ﹤0.01%
105
950
$11K ﹤0.01%
116
+1
36 37
38
39 40