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
376
$282K 0.05%
+4,749
377
$280K 0.05%
8,782
-2,112
378
$279K 0.05%
3,560
-270
379
$278K 0.05%
+2,667
380
$276K 0.05%
5,666
+104
381
$273K 0.05%
4,690
+55
382
$271K 0.05%
8,248
-123
383
$270K 0.05%
6,201
+19
384
$270K 0.05%
+5,361
385
$268K 0.04%
+3,093
386
$268K 0.04%
+10,991
387
$268K 0.04%
+4,422
388
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+20,659
389
$265K 0.04%
1,415
-145
390
$264K 0.04%
+16,870
391
$263K 0.04%
+4,646
392
$260K 0.04%
7,892
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393
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17,108
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394
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1,592
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395
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396
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4,041
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397
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398
$252K 0.04%
2,157
-125
399
$251K 0.04%
3,754
-715
400
$251K 0.04%
12,825
-1,540
14 15
16
17 18