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
1401
$1K ﹤0.01%
100
1402
$1K ﹤0.01%
+154
1403
$1K ﹤0.01%
125
1404
$1K ﹤0.01%
+33
1405
$1K ﹤0.01%
44
1406
$1K ﹤0.01%
197
1407
$1K ﹤0.01%
17
-46
1408
$1K ﹤0.01%
+19
1409
$1K ﹤0.01%
40
1410
$1K ﹤0.01%
58
1411
$1K ﹤0.01%
84
+23
1412
$1K ﹤0.01%
61
1413
$1K ﹤0.01%
7
1414
$1K ﹤0.01%
21
1415
$1K ﹤0.01%
+29
1416
$1K ﹤0.01%
+27
1417
$1K ﹤0.01%
+39
1418
$1K ﹤0.01%
+12
1419
$1K ﹤0.01%
+213
1420
$1K ﹤0.01%
73
+1
1421
– –
-1,049
1422
– –
-326
1423
$0 ﹤0.01%
6
1424
– –
-196
1425
– –
-260
55 56
57
58 59