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
1001
$8K ﹤0.01%
88
1002
$8K ﹤0.01%
39
-77
1003
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81
1004
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1005
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327
1006
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100
1007
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-325
1008
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1009
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100
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1010
$8K ﹤0.01%
1,668
1011
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111
-19
1012
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1013
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+482
1014
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+400
1015
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150
1016
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1017
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1018
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1019
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1020
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100
-28
1021
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441
+400
1022
$7K ﹤0.01%
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1023
$7K ﹤0.01%
99
-87
1024
$7K ﹤0.01%
290
+243
1025
$7K ﹤0.01%
1,163
+1,000
39 40
41
42 43