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%
+67
1252
$2K ﹤0.01%
84
+57
1253
$2K ﹤0.01%
1
1254
$2K ﹤0.01%
+95
1255
$2K ﹤0.01%
449
1256
$2K ﹤0.01%
23
-9
1257
$2K ﹤0.01%
+100
1258
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113
1259
$2K ﹤0.01%
56
+53
1260
$2K ﹤0.01%
965
+215
1261
$2K ﹤0.01%
+500
1262
$2K ﹤0.01%
35
+23
1263
$2K ﹤0.01%
33
1264
$2K ﹤0.01%
35
1265
$2K ﹤0.01%
253
1266
$2K ﹤0.01%
48
1267
$1K ﹤0.01%
197
1268
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17
-46
1269
$1K ﹤0.01%
+19
1270
$1K ﹤0.01%
40
1271
$1K ﹤0.01%
58
1272
$1K ﹤0.01%
84
+23
1273
$1K ﹤0.01%
61
1274
$1K ﹤0.01%
7
1275
$1K ﹤0.01%
21
49 50
51
52 53