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
76
$781K 0.33%
9,529
+942
77
$780K 0.33%
7,291
-206
78
$777K 0.33%
6,421
-133
79
$775K 0.33%
3,817
-398
80
$773K 0.33%
2,436
-223
81
$747K 0.32%
4,833
+1,205
82
$746K 0.32%
8,164
-302
83
$745K 0.32%
16,396
+1,190
84
$744K 0.32%
6,573
+5,043
85
$735K 0.31%
13,246
+13,095
86
$725K 0.31%
15,706
-251
87
$722K 0.31%
6,360
-138
88
$722K 0.31%
4,760
+323
89
$721K 0.31%
58,423
+22,789
90
$707K 0.3%
10,361
+101
91
$706K 0.3%
11,669
+6,352
92
$686K 0.29%
12,434
-2,583
93
$663K 0.28%
5,632
-423
94
$641K 0.27%
3,522
-8,672
95
$640K 0.27%
6,558
+3,508
96
$630K 0.27%
15,806
-3,502
97
$609K 0.26%
9,568
+7,746
98
$576K 0.25%
11,387
+9,000
99
$566K 0.24%
19,412
+14,661
100
$563K 0.24%
6,764
+4,957
2 3
4
5 6