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
251
$544K 0.09%
7,100
-2,206
252
$543K 0.09%
31,705
+125
253
$542K 0.09%
4,556
-357
254
$539K 0.09%
7,878
-469
255
$539K 0.09%
13,925
-182
256
$535K 0.09%
15,707
+7,466
257
$534K 0.09%
13,924
+4,562
258
$532K 0.09%
3,360
+1,213
259
$523K 0.09%
7,706
-1,332
260
$517K 0.09%
8,092
+3,839
261
$513K 0.09%
8,995
-2,329
262
$512K 0.09%
2,811
-87
263
$510K 0.09%
4,722
-43
264
$505K 0.08%
4,523
-968
265
$500K 0.08%
9,262
+467
266
$494K 0.08%
5,490
-1,624
267
$493K 0.08%
17,602
-3,821
268
$491K 0.08%
+6,327
269
$489K 0.08%
13,492
-12,577
270
$485K 0.08%
9,645
-1,007
271
$484K 0.08%
22,702
272
$473K 0.08%
+14,709
273
$471K 0.08%
14,063
+1,675
274
$471K 0.08%
22,920
+1,114
275
$465K 0.08%
25,245
+5,495
9 10
11
12 13