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
151
$377K 0.16%
8,044
-239
152
$370K 0.16%
6,603
+3
153
$369K 0.16%
19,389
-299
154
$368K 0.16%
12,128
-307
155
$366K 0.16%
20,451
+7,580
156
$365K 0.16%
4,306
-182
157
$362K 0.15%
7,141
-97
158
$360K 0.15%
2,524
+116
159
$359K 0.15%
4,764
+791
160
$356K 0.15%
7,277
-12
161
$356K 0.15%
11,667
162
$353K 0.15%
16,215
163
$353K 0.15%
6,711
+682
164
$352K 0.15%
11,866
-149
165
$341K 0.15%
5,856
+400
166
$341K 0.15%
24,739
167
$338K 0.14%
2,453
+2
168
$337K 0.14%
4,356
+56
169
$336K 0.14%
12,788
+300
170
$335K 0.14%
9,906
-252
171
$334K 0.14%
2,635
-880
172
$334K 0.14%
1,847
+9
173
$326K 0.14%
1,901
+26
174
$323K 0.14%
13,601
+535
175
$319K 0.14%
16,949
-658
5 6
7
8 9