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
1101
$5K ﹤0.01%
325
1102
$5K ﹤0.01%
25
1103
$5K ﹤0.01%
156
+39
1104
$4K ﹤0.01%
56
1105
$4K ﹤0.01%
100
1106
$4K ﹤0.01%
246
1107
$4K ﹤0.01%
80
-382
1108
$4K ﹤0.01%
75
-25
1109
$4K ﹤0.01%
35
-5,595
1110
$4K ﹤0.01%
85
1111
$4K ﹤0.01%
100
1112
$4K ﹤0.01%
107
1113
$4K ﹤0.01%
45
-51
1114
$4K ﹤0.01%
156
1115
$4K ﹤0.01%
188
1116
$4K ﹤0.01%
259
-200
1117
$4K ﹤0.01%
84
1118
$4K ﹤0.01%
290
+1
1119
$4K ﹤0.01%
100
1120
$4K ﹤0.01%
91
1121
$4K ﹤0.01%
30
1122
$4K ﹤0.01%
283
1123
$4K ﹤0.01%
359
1124
$4K ﹤0.01%
28
-82
1125
$4K ﹤0.01%
96
-864
43 44
45
46 47