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
1076
$5K ﹤0.01%
1,103
-4,494
1077
$5K ﹤0.01%
+85
1078
$5K ﹤0.01%
100
-400
1079
$5K ﹤0.01%
378
1080
$5K ﹤0.01%
80
-800
1081
$5K ﹤0.01%
88
1082
$5K ﹤0.01%
178
-15,351
1083
$5K ﹤0.01%
100
1084
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90
1085
$5K ﹤0.01%
56
1086
$5K ﹤0.01%
242
1087
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73
+1
1088
$5K ﹤0.01%
156
1089
$5K ﹤0.01%
66
1090
$5K ﹤0.01%
+2
1091
$5K ﹤0.01%
130
1092
$5K ﹤0.01%
100
-2,532
1093
$5K ﹤0.01%
50
-313
1094
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110
1095
$5K ﹤0.01%
30
+1
1096
$5K ﹤0.01%
186
-483
1097
$5K ﹤0.01%
75
1098
$5K ﹤0.01%
10
1099
$5K ﹤0.01%
150
1100
$5K ﹤0.01%
325
42 43
44
45 46