IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Return
15.77%
This Quarter Return
+3.84%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$235M
AUM Growth
+$235M
(+113,680%)
Cap. Flow
+$6.97M
Cap. Flow
% of AUM
2.97%
Top 10 Holdings %
Top 10 Hldgs %
17.61%
Holding
1,601
New
155
Increased
388
Reduced
369
Closed
123
Top Buys
| 1 |
SPDR S&P Dividend ETF
SDY
|
+$5.86M |
| 2 |
First Trust Large Cap Growth AlphaDEX Fund
FTC
|
+$4.42M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
+$3.6M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$3.21M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$2.99M |
Top Sells
| 1 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$15M |
| 2 |
First Trust US Equity Opportunities ETF
FPX
|
+$4.75M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$3.5M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$2.88M |
| 5 |
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% |
