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
1301
$1K ﹤0.01%
+62
1302
$1K ﹤0.01%
+190
1303
$1K ﹤0.01%
15
1304
$1K ﹤0.01%
+47
1305
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+24
1306
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56
1307
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35
1308
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1309
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24
1310
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+44
1311
$1K ﹤0.01%
+6
1312
$1K ﹤0.01%
+23
1313
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23
1314
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18
1315
$1K ﹤0.01%
73
1316
$1K ﹤0.01%
250
1317
$1K ﹤0.01%
60
-1,045
1318
$1K ﹤0.01%
47
1319
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32
1320
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12
1321
$1K ﹤0.01%
103
1322
$1K ﹤0.01%
77
1323
$1K ﹤0.01%
8
1324
$1K ﹤0.01%
+20
1325
$1K ﹤0.01%
11
51 52
53
54 55