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
1201
$2K ﹤0.01%
150
1202
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32
1203
$2K ﹤0.01%
27
-2,385
1204
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50
1205
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24
1206
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49
1207
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27
1208
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118
1209
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18
1210
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+21
1211
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+34
1212
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482
1213
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33
1214
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54
1215
$2K ﹤0.01%
135
1216
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14
1217
$2K ﹤0.01%
40
-1,264
1218
$2K ﹤0.01%
600
1219
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+25
1220
$2K ﹤0.01%
28
1221
$2K ﹤0.01%
200
1222
$2K ﹤0.01%
52
+36
1223
$2K ﹤0.01%
+26
1224
$2K ﹤0.01%
31
1225
$2K ﹤0.01%
29
47 48
49
50 51