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 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
1401
$1K ﹤0.01%
8
-64
1402
$1K ﹤0.01%
+96
1403
$1K ﹤0.01%
1,000
1404
$1K ﹤0.01%
+37
1405
$1K ﹤0.01%
+19
1406
$1K ﹤0.01%
100
1407
$1K ﹤0.01%
+154
1408
$1K ﹤0.01%
125
1409
$1K ﹤0.01%
+33
1410
$1K ﹤0.01%
44
1411
$1K ﹤0.01%
197
1412
$1K ﹤0.01%
17
-46
1413
$1K ﹤0.01%
+19
1414
$1K ﹤0.01%
40
1415
$1K ﹤0.01%
61
1416
$1K ﹤0.01%
7
1417
$1K ﹤0.01%
21
1418
$1K ﹤0.01%
+29
1419
$1K ﹤0.01%
32
1420
$1K ﹤0.01%
+213
1421
$0 ﹤0.01%
7
1422
– –
-413
1423
– –
-28
1424
$0 ﹤0.01%
+11
1425
– –
-582
55 56
57
58 59