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
1576
$0 ﹤0.01%
13
-644
1577
$0 ﹤0.01%
+7
1578
– –
-55
1579
– –
-350
1580
– –
-508
1581
– –
-2,689
1582
– –
-112
1583
– –
-75
1584
– –
-86
1585
$0 ﹤0.01%
+1
1586
– –
-230
1587
– –
-812
1588
$0 ﹤0.01%
42
1589
– –
-1,865
1590
$0 ﹤0.01%
6
1591
$0 ﹤0.01%
29
-1,631
1592
$0 ﹤0.01%
18
1593
$0 ﹤0.01%
39
1594
– –
-182
60 61 62 63
64