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
1176
$3K ﹤0.01%
63
1177
$3K ﹤0.01%
40
1178
$3K ﹤0.01%
26
-26
1179
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+221
1180
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+82
1181
$3K ﹤0.01%
661
+550
1182
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+350
1183
$3K ﹤0.01%
1,080
1184
$3K ﹤0.01%
90
+41
1185
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24
+1
1186
$3K ﹤0.01%
109
1187
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14
1188
$3K ﹤0.01%
282
+169
1189
$3K ﹤0.01%
550
1190
$2K ﹤0.01%
600
1191
$2K ﹤0.01%
200
1192
$2K ﹤0.01%
100
1193
$2K ﹤0.01%
95
-323
1194
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52
+36
1195
$2K ﹤0.01%
+26
1196
$2K ﹤0.01%
31
1197
$2K ﹤0.01%
32
-48
1198
$2K ﹤0.01%
30
1199
$2K ﹤0.01%
40
1200
$2K ﹤0.01%
90
46 47
48
49 50