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
276
$464K 0.08%
2,885
+749
277
$462K 0.08%
29,499
-60
278
$462K 0.08%
3,556
279
$460K 0.08%
11,387
-2,367
280
$460K 0.08%
14,487
+100
281
$459K 0.08%
+7,911
282
$455K 0.08%
8,801
-30
283
$454K 0.08%
5,600
+537
284
$452K 0.08%
14,924
-4,509
285
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1,815
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286
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22,238
+1,519
287
$440K 0.07%
7,802
+334
288
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-420
289
$434K 0.07%
10,488
-1,224
290
$434K 0.07%
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291
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6,212
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292
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293
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14,129
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294
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8,289
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295
$419K 0.07%
5,590
-2,639
296
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+14,524
297
$417K 0.07%
2,639
+220
298
$414K 0.07%
10,362
+353
299
$414K 0.07%
11,315
+5,292
300
$409K 0.07%
4,472
-174
10 11
12
13 14