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 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
$8K ﹤0.01%
81
1004
$8K ﹤0.01%
381
1005
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327
1006
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100
1007
$8K ﹤0.01%
200
-325
1008
$8K ﹤0.01%
347
1009
$8K ﹤0.01%
100
-60
1010
$8K ﹤0.01%
1,668
1011
$8K ﹤0.01%
111
-19
1012
$8K ﹤0.01%
+482
1013
$8K ﹤0.01%
+400
1014
$8K ﹤0.01%
150
1015
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319
1016
$8K ﹤0.01%
500
1017
$8K ﹤0.01%
55
-142
1018
$8K ﹤0.01%
469
1019
$7K ﹤0.01%
180
1020
$7K ﹤0.01%
100
-28
1021
$7K ﹤0.01%
441
+400
1022
$7K ﹤0.01%
250
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