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
1576
$0 ﹤0.01%
5
-30
1577
– –
-12
1578
$0 ﹤0.01%
6
1579
– –
-133
1580
– –
-69
1581
$0 ﹤0.01%
2
1582
$0 ﹤0.01%
+11
1583
– –
-582
1584
$0 ﹤0.01%
35
1585
– –
-400
1586
$0 ﹤0.01%
4
-146
1587
– –
-243
1588
– –
-212
1589
$0 ﹤0.01%
125
1590
– –
-13
1591
$0 ﹤0.01%
20
1592
– –
-42
1593
$0 ﹤0.01%
18
1594
– –
-198
60 61 62 63
64