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
1126
$4K ﹤0.01%
243
1127
$4K ﹤0.01%
303
+1
1128
$4K ﹤0.01%
50
1129
$4K ﹤0.01%
889
+647
1130
$4K ﹤0.01%
675
1131
$4K ﹤0.01%
76
1132
$4K ﹤0.01%
26
1133
$4K ﹤0.01%
87
1134
$4K ﹤0.01%
76
1135
$4K ﹤0.01%
50
1136
$4K ﹤0.01%
44
1137
$4K ﹤0.01%
29
1138
$3K ﹤0.01%
412
+287
1139
$3K ﹤0.01%
777
+514
1140
$3K ﹤0.01%
+100
1141
$3K ﹤0.01%
85
1142
$3K ﹤0.01%
147
1143
$3K ﹤0.01%
218
1144
$3K ﹤0.01%
462
1145
$3K ﹤0.01%
130
+71
1146
$3K ﹤0.01%
106
1147
$3K ﹤0.01%
58
1148
$3K ﹤0.01%
22
1149
$3K ﹤0.01%
163
-117
1150
$3K ﹤0.01%
118
44 45
46
47 48