IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$4.57M
2
+$4M
3
+$2.59M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$2.15M
5
MBB icon
iShares MBS ETF
MBB
+$2.09M

Top Sells

1
+$4.33M
2
+$4M
3
+$2.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.49M
5
BND icon
Vanguard Total Bond Market
BND
+$1.62M

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
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239
$587K 0.1%
23,520
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240
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8,735
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241
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242
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11,882
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243
$565K 0.09%
5,157
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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