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
1176
$3K ﹤0.01%
52
1177
$3K ﹤0.01%
+221
1178
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+82
1179
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661
+550
1180
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+350
1181
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1,080
1182
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90
+41
1183
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24
+1
1184
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1185
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14
1186
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282
+169
1187
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550
1188
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22
-25
1189
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106
1190
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228
+38
1191
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24
1192
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1193
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1194
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10
1195
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100
1196
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95
-323
1197
$2K ﹤0.01%
35
1198
$2K ﹤0.01%
52
1199
$2K ﹤0.01%
267
1200
$2K ﹤0.01%
89
+53
46 47
48
49 50