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
1451
– –
-1,757
1452
– –
-1,376
1453
– –
-424
1454
– –
-859
1455
$0 ﹤0.01%
8
1456
– –
-1,933
1457
– –
0
1458
– –
-425
1459
– –
-68
1460
$0 ﹤0.01%
+15
1461
– –
-2,572
1462
– –
-53
1463
– –
-35
1464
– –
-1,000
1465
– –
-607
1466
– –
-63
1467
– –
-234
1468
$0 ﹤0.01%
3
1469
– –
-350
1470
– –
-508
1471
– –
-2,689
1472
– –
-112
1473
– –
-75
1474
– –
-86
1475
$0 ﹤0.01%
+1
57 58
59
60 61