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
326
$354K 0.06%
+4,917
327
$353K 0.06%
+16,248
328
$351K 0.06%
9,065
+102
329
$351K 0.06%
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-1,364
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+5,588
331
$349K 0.06%
6,102
-284
332
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3,134
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333
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334
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1,281
-15
335
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15,276
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336
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6,346
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337
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338
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339
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9,388
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340
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+16,321
341
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343
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344
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345
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6,576
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346
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3,784
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347
$325K 0.05%
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-216
348
$323K 0.05%
4,052
+141
349
$319K 0.05%
1,660
+86
350
$317K 0.05%
8,877
-24
12 13
14
15 16