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 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
1126
$4K ﹤0.01%
259
-200
1127
$4K ﹤0.01%
84
1128
$4K ﹤0.01%
290
+1
1129
$4K ﹤0.01%
100
1130
$4K ﹤0.01%
91
1131
$4K ﹤0.01%
30
1132
$4K ﹤0.01%
283
1133
$4K ﹤0.01%
359
1134
$4K ﹤0.01%
28
-82
1135
$4K ﹤0.01%
96
-864
1136
$4K ﹤0.01%
243
1137
$4K ﹤0.01%
303
+1
1138
$3K ﹤0.01%
163
-117
1139
$3K ﹤0.01%
77
-59
1140
$3K ﹤0.01%
412
+287
1141
$3K ﹤0.01%
777
+514
1142
$3K ﹤0.01%
+100
1143
$3K ﹤0.01%
85
1144
$3K ﹤0.01%
147
1145
$3K ﹤0.01%
118
1146
$3K ﹤0.01%
118
-2,235
1147
$3K ﹤0.01%
114
1148
$3K ﹤0.01%
500
-1,000
1149
$3K ﹤0.01%
74
-78
1150
$3K ﹤0.01%
1,373
+1,110
44 45
46
47 48