IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
1
$6.29M 2.68%
161,372
+13,132
2
$5.89M 2.51%
64,098
+63,835
3
$4.42M 1.88%
+75,568
4
$4.15M 1.76%
47,922
+1,753
5
$4.04M 1.72%
38,183
+30,320
6
$3.79M 1.61%
31,702
+30,151
7
$3.47M 1.48%
13,655
+989
8
$3.4M 1.45%
64,600
+56,888
9
$3.22M 1.37%
74,272
+1,914
10
$2.71M 1.15%
54,660
+3,180
11
$2.67M 1.14%
21,064
+18,894
12
$2.51M 1.07%
16,789
+16,764
13
$2.15M 0.91%
52,246
+16,610
14
$1.9M 0.81%
52,415
+30,750
15
$1.85M 0.79%
37,380
+16,200
16
$1.83M 0.78%
161,003
+6,024
17
$1.81M 0.77%
32,385
+32,350
18
$1.8M 0.77%
35,218
+28,798
19
$1.77M 0.75%
11,998
+5
20
$1.77M 0.75%
33,521
+551
21
$1.76M 0.75%
35,873
+35,525
22
$1.74M 0.74%
60,295
-1,594
23
$1.74M 0.74%
29,927
+29,407
24
$1.74M 0.74%
6,788
-2,796
25
$1.73M 0.73%
57,605
-24,818
1
2 3 4 5