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
951
$10K ﹤0.01%
150
952
$10K ﹤0.01%
746
953
$10K ﹤0.01%
420
-594
954
$10K ﹤0.01%
84
+60
955
$10K ﹤0.01%
370
+189
956
$10K ﹤0.01%
700
957
$10K ﹤0.01%
1,376
958
$10K ﹤0.01%
83
+52
959
$10K ﹤0.01%
649
+13
960
$10K ﹤0.01%
+481
961
$10K ﹤0.01%
177
962
$10K ﹤0.01%
+270
963
$10K ﹤0.01%
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964
$10K ﹤0.01%
876
965
$10K ﹤0.01%
258
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966
$10K ﹤0.01%
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967
$10K ﹤0.01%
460
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$10K ﹤0.01%
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969
$10K ﹤0.01%
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970
$10K ﹤0.01%
4,000
971
$10K ﹤0.01%
327
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$10K ﹤0.01%
49
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973
$10K ﹤0.01%
282
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$9K ﹤0.01%
105
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975
$9K ﹤0.01%
70
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37 38
39
40 41