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
1026
$7K ﹤0.01%
117
+37
1027
$7K ﹤0.01%
+151
1028
$7K ﹤0.01%
172
+2
1029
$7K ﹤0.01%
200
1030
$7K ﹤0.01%
266
-1,090
1031
$7K ﹤0.01%
435
+2
1032
$7K ﹤0.01%
250
1033
$7K ﹤0.01%
51
1034
$7K ﹤0.01%
190
1035
$7K ﹤0.01%
123
+33
1036
$7K ﹤0.01%
400
-3,600
1037
$7K ﹤0.01%
60
-172
1038
$7K ﹤0.01%
2,000
1039
$7K ﹤0.01%
238
1040
$7K ﹤0.01%
124
+34
1041
$7K ﹤0.01%
390
1042
$7K ﹤0.01%
455
1043
$7K ﹤0.01%
514
1044
$7K ﹤0.01%
93
-26
1045
$6K ﹤0.01%
+32
1046
$6K ﹤0.01%
34
+12
1047
$6K ﹤0.01%
+103
1048
$6K ﹤0.01%
+250
1049
$6K ﹤0.01%
200
1050
$6K ﹤0.01%
+27
40 41
42
43 44