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