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
176
$317K 0.13%
8,584
-5,820
177
$317K 0.13%
5,757
+1,834
178
$310K 0.13%
9,617
-343
179
$305K 0.13%
12,370
+410
180
$304K 0.13%
2,211
-364
181
$302K 0.13%
2,146
+624
182
$300K 0.13%
5,444
-537
183
$299K 0.13%
9,552
-739
184
$298K 0.13%
12,124
+951
185
$297K 0.13%
5,410
+485
186
$295K 0.13%
18,089
+17,914
187
$295K 0.13%
4,636
+240
188
$292K 0.12%
3,459
-966
189
$289K 0.12%
3,531
+2,163
190
$288K 0.12%
4,009
-68
191
$288K 0.12%
7,940
+2,584
192
$287K 0.12%
5,428
-30
193
$284K 0.12%
5,202
-662
194
$284K 0.12%
19,615
-793
195
$284K 0.12%
2,458
-162
196
$282K 0.12%
18,234
-532
197
$281K 0.12%
1
198
$280K 0.12%
10,542
+9,042
199
$276K 0.12%
4,350
+580
200
$275K 0.12%
1,399
+110
6 7
8
9 10