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
1551
– –
-55
1552
$0 ﹤0.01%
+25
1553
$0 ﹤0.01%
6
1554
$0 ﹤0.01%
43
1555
– –
-342
1556
– –
-205
1557
$0 ﹤0.01%
57
1558
– –
0
1559
– –
-1,320
1560
– –
-369
1561
– –
-14
1562
– –
-1,309
1563
– –
-1,750
1564
– –
-31
1565
– –
-3,762
1566
– –
-60
1567
$0 ﹤0.01%
46
1568
– –
-17
1569
$0 ﹤0.01%
7
1570
– –
-413
1571
– –
-28
1572
– –
-450
1573
– –
-463
1574
– –
-330
1575
– –
-494
60 61 62
63
64