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
101
$563K 0.24%
7,581
+1,263
102
$561K 0.24%
4,554
-189
103
$556K 0.24%
4,984
+4,930
104
$551K 0.23%
4,863
-1,340
105
$550K 0.23%
20,832
+4,341
106
$549K 0.23%
118,480
+11,840
107
$545K 0.23%
15,902
-4,610
108
$543K 0.23%
2,152
-29
109
$543K 0.23%
3,935
+254
110
$539K 0.23%
7,029
-289
111
$535K 0.23%
4,340
-170
112
$530K 0.23%
8,264
+1,685
113
$519K 0.22%
6,308
+5,852
114
$516K 0.22%
3,420
+360
115
$511K 0.22%
13,476
+5,440
116
$505K 0.22%
3,446
+337
117
$505K 0.22%
4,762
+162
118
$496K 0.21%
3,561
-827
119
$490K 0.21%
12,953
-489
120
$489K 0.21%
+4,664
121
$477K 0.2%
3,302
+840
122
$475K 0.2%
6,850
-11,464
123
$474K 0.2%
14,249
-2,706
124
$471K 0.2%
7,832
+242
125
$467K 0.2%
8,499
+8,143
3 4
5
6 7