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
$600M
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$3.94M
3
+$2.65M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$2.23M
5
MBB icon
iShares MBS ETF
MBB
+$2.12M

Top Sells

1
+$4.35M
2
+$4M
3
+$2.59M
4
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$2.5M
5
BND icon
Vanguard Total Bond Market
BND
+$1.65M

Sector Composition

1 Healthcare 7.65%
2 Technology 6.22%
3 Consumer Discretionary 4.12%
4 Financials 3.7%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$629K 0.1%
7,753
-20,340
227
$627K 0.1%
21,733
-5,585
228
$625K 0.1%
4,837
-1,893
229
$618K 0.1%
47,783
+105
230
$616K 0.1%
15,404
+1,688
231
$615K 0.1%
7,306
+252
232
$611K 0.1%
3,100
-56
233
$611K 0.1%
5,727
+11
234
$609K 0.1%
9,526
+3,346
235
$606K 0.1%
13,014
+5,513
236
$605K 0.1%
6,417
-7,265
237
$597K 0.1%
3,571
-168
238
$588K 0.1%
4,360
-736
239
$587K 0.1%
23,520
-642
240
$583K 0.1%
8,735
-979
241
$582K 0.1%
15,488
-39
242
$567K 0.09%
11,882
-937
243
$565K 0.09%
5,157
+390
244
$562K 0.09%
+11,849
245
$559K 0.09%
31,273
-16,829
246
$553K 0.09%
4,084
+328
247
$552K 0.09%
+12,777
248
$551K 0.09%
18,482
+5,339
249
$549K 0.09%
10,505
-3,495
250
$547K 0.09%
9,660
+242
8 9
10
11 12