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
201
$270K 0.11%
10,272
202
$267K 0.11%
5,200
-2,740
203
$267K 0.11%
8,260
204
$267K 0.11%
3,472
+129
205
$262K 0.11%
4,136
-508
206
$257K 0.11%
4,529
+32
207
$256K 0.11%
10,140
+2,580
208
$254K 0.11%
4,710
-325
209
$253K 0.11%
4,392
-38
210
$250K 0.11%
6,536
+2,048
211
$249K 0.11%
13,158
-1,753
212
$248K 0.11%
3,317
+1,086
213
$248K 0.11%
3,864
+464
214
$246K 0.1%
1,682
-1,090
215
$245K 0.1%
2,235
-484
216
$242K 0.1%
4,894
-3,470
217
$242K 0.1%
1,853
+417
218
$241K 0.1%
1,875
+1,151
219
$240K 0.1%
2,939
+161
220
$236K 0.1%
4,543
+1,591
221
$234K 0.1%
8,042
-328
222
$230K 0.1%
2,116
-20
223
$229K 0.1%
495
+27
224
$227K 0.1%
773
-52
225
$226K 0.1%
3,312
+696
7 8
9
10 11