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 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%
84
+57
1202
$2K ﹤0.01%
24
1203
$2K ﹤0.01%
63
1204
$2K ﹤0.01%
33
1205
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10
1206
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35
1207
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52
1208
$2K ﹤0.01%
267
1209
$2K ﹤0.01%
89
+53
1210
$2K ﹤0.01%
150
1211
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32
1212
$2K ﹤0.01%
27
-2,385
1213
$2K ﹤0.01%
50
1214
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24
1215
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49
1216
$2K ﹤0.01%
27
1217
$2K ﹤0.01%
118
1218
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18
1219
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228
+38
1220
$2K ﹤0.01%
+21
1221
$2K ﹤0.01%
54
1222
$2K ﹤0.01%
135
1223
$2K ﹤0.01%
14
1224
$2K ﹤0.01%
40
-1,264
1225
$2K ﹤0.01%
600
47 48
49
50 51