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
351
$315K 0.05%
5,492
+432
352
$314K 0.05%
13,198
+412
353
$312K 0.05%
2,171
-82
354
$312K 0.05%
3,591
-16,852
355
$309K 0.05%
+8,845
356
$306K 0.05%
8,110
-1,728
357
$303K 0.05%
4,112
-766
358
$303K 0.05%
5,107
+436
359
$302K 0.05%
8,107
-95
360
$301K 0.05%
1
361
$299K 0.05%
5,753
+74
362
$299K 0.05%
52,632
-3,820
363
$298K 0.05%
3,607
-293
364
$297K 0.05%
5,812
-1,496
365
$296K 0.05%
2,471
-114
366
$296K 0.05%
20,109
+2,629
367
$296K 0.05%
2,549
+8
368
$294K 0.05%
2,374
-1,145
369
$291K 0.05%
+3,342
370
$289K 0.05%
676
-118
371
$288K 0.05%
14,471
+18
372
$288K 0.05%
+22,109
373
$288K 0.05%
+2,893
374
$286K 0.05%
1,575
-288
375
$283K 0.05%
14,035
+3,027
13 14
15
16 17