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
1151
$3K ﹤0.01%
118
-2,235
1152
$3K ﹤0.01%
100
1153
$3K ﹤0.01%
50
1154
$3K ﹤0.01%
56
1155
$3K ﹤0.01%
26
1156
$3K ﹤0.01%
299
1157
$3K ﹤0.01%
56
1158
$3K ﹤0.01%
34
1159
$3K ﹤0.01%
66
1160
$3K ﹤0.01%
52
1161
$3K ﹤0.01%
114
1162
$3K ﹤0.01%
500
-1,000
1163
$3K ﹤0.01%
74
-78
1164
$3K ﹤0.01%
1,373
+1,110
1165
$3K ﹤0.01%
112
+42
1166
$3K ﹤0.01%
56
1167
$3K ﹤0.01%
105
-12
1168
$3K ﹤0.01%
86
-650
1169
$3K ﹤0.01%
588
1170
$3K ﹤0.01%
77
-59
1171
$3K ﹤0.01%
49
1172
$3K ﹤0.01%
125
-19
1173
$3K ﹤0.01%
22
-25
1174
$3K ﹤0.01%
+110
1175
$3K ﹤0.01%
787
+665
45 46
47
48 49