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
1426
$0 ﹤0.01%
35
1427
– –
-400
1428
$0 ﹤0.01%
5
1429
$0 ﹤0.01%
13
-644
1430
– –
-29
1431
$0 ﹤0.01%
+3
1432
$0 ﹤0.01%
4
1433
– –
-98
1434
$0 ﹤0.01%
40
1435
– –
-373
1436
– –
-1,250
1437
$0 ﹤0.01%
21
1438
$0 ﹤0.01%
+3
1439
– –
-161
1440
– –
-6,365
1441
– –
-68
1442
– –
-11
1443
$0 ﹤0.01%
+5
1444
– –
-365
1445
$0 ﹤0.01%
18
1446
– –
-3
1447
– –
-50
1448
– –
-46
1449
– –
-368
1450
– –
-1,757
56 57
58
59 60