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
1051
$6K ﹤0.01%
286
-140
1052
$6K ﹤0.01%
203
-42
1053
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1054
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+148
1055
$6K ﹤0.01%
2,500
1056
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75
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1057
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1058
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1059
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1060
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50
1061
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111
-1,869
1062
$6K ﹤0.01%
13
1063
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172
+9
1064
$6K ﹤0.01%
77
-406
1065
$6K ﹤0.01%
163
+147
1066
$6K ﹤0.01%
188
1067
$6K ﹤0.01%
100
1068
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162
1069
$6K ﹤0.01%
93
-1,276
1070
$6K ﹤0.01%
146
1071
$6K ﹤0.01%
+37
1072
$6K ﹤0.01%
125
1073
$6K ﹤0.01%
+32
1074
$6K ﹤0.01%
+1,500
1075
$6K ﹤0.01%
108
41 42
43
44 45