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
1151
$3K ﹤0.01%
24
+1
1152
$3K ﹤0.01%
109
1153
$3K ﹤0.01%
14
1154
$3K ﹤0.01%
282
+169
1155
$3K ﹤0.01%
550
1156
$3K ﹤0.01%
74
-78
1157
$3K ﹤0.01%
1,373
+1,110
1158
$3K ﹤0.01%
56
1159
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105
-12
1160
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86
-650
1161
$3K ﹤0.01%
588
1162
$3K ﹤0.01%
77
-59
1163
$3K ﹤0.01%
49
1164
$3K ﹤0.01%
125
-19
1165
$3K ﹤0.01%
+110
1166
$3K ﹤0.01%
787
+665
1167
$3K ﹤0.01%
63
1168
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40
1169
$3K ﹤0.01%
100
1170
$3K ﹤0.01%
412
+287
1171
$3K ﹤0.01%
777
+514
1172
$3K ﹤0.01%
+100
1173
$3K ﹤0.01%
85
1174
$3K ﹤0.01%
147
1175
$3K ﹤0.01%
218
45 46
47
48 49