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
1026
$7K ﹤0.01%
99
-87
1027
$7K ﹤0.01%
290
+243
1028
$7K ﹤0.01%
+151
1029
$7K ﹤0.01%
172
+2
1030
$7K ﹤0.01%
200
1031
$7K ﹤0.01%
266
-1,090
1032
$7K ﹤0.01%
435
+2
1033
$7K ﹤0.01%
250
1034
$7K ﹤0.01%
51
1035
$7K ﹤0.01%
190
1036
$7K ﹤0.01%
123
+33
1037
$7K ﹤0.01%
400
-3,600
1038
$7K ﹤0.01%
60
-172
1039
$7K ﹤0.01%
2,000
1040
$7K ﹤0.01%
238
1041
$7K ﹤0.01%
124
+34
1042
$7K ﹤0.01%
390
1043
$7K ﹤0.01%
455
1044
$7K ﹤0.01%
514
1045
$6K ﹤0.01%
34
+12
1046
$6K ﹤0.01%
+103
1047
$6K ﹤0.01%
+250
1048
$6K ﹤0.01%
200
1049
$6K ﹤0.01%
+27
1050
$6K ﹤0.01%
+85
40 41
42
43 44