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
126
$466K 0.2%
7,584
-153
127
$463K 0.2%
13,415
-1,044
128
$453K 0.19%
2,053
+172
129
$447K 0.19%
10,871
+198
130
$439K 0.19%
13,004
-392
131
$439K 0.19%
7,730
-1,168
132
$432K 0.18%
16,713
-495
133
$432K 0.18%
8,383
+370
134
$425K 0.18%
4,293
-162
135
$423K 0.18%
24,051
-5,052
136
$422K 0.18%
3,547
+660
137
$420K 0.18%
8,587
-2,837
138
$417K 0.18%
5,216
+187
139
$415K 0.18%
27,812
-549
140
$414K 0.18%
6,473
-157
141
$405K 0.17%
9,565
+9,370
142
$404K 0.17%
2,089
-420
143
$401K 0.17%
4,149
-931
144
$400K 0.17%
16,246
+13,825
145
$396K 0.17%
3,079
+5
146
$394K 0.17%
+14,873
147
$388K 0.17%
1,816
+359
148
$381K 0.16%
7,660
-44,480
149
$380K 0.16%
19,290
-30
150
$378K 0.16%
14,067
+228
4 5
6
7 8