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
1251
$2K ﹤0.01%
965
+215
1252
$2K ﹤0.01%
+500
1253
$2K ﹤0.01%
35
+23
1254
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33
1255
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35
1256
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253
1257
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48
1258
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45
1259
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32
-48
1260
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30
1261
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40
1262
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90
1263
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40
1264
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50
1265
$2K ﹤0.01%
16
1266
$2K ﹤0.01%
+50
1267
$1K ﹤0.01%
15
1268
$1K ﹤0.01%
89
1269
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171
1270
$1K ﹤0.01%
16
1271
$1K ﹤0.01%
262
1272
$1K ﹤0.01%
+11
1273
$1K ﹤0.01%
83
1274
$1K ﹤0.01%
444
1275
$1K ﹤0.01%
61
49 50
51
52 53