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
401
$251K 0.04%
+12,587
402
$250K 0.04%
5,634
-5,041
403
$250K 0.04%
+13,395
404
$248K 0.04%
2,272
-5,381
405
$248K 0.04%
6,935
-745
406
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4,271
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407
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+9,816
408
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+2,994
409
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2,515
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410
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9,149
+1,319
411
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15,626
412
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413
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6,640
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414
$240K 0.04%
18,715
415
$236K 0.04%
+6,012
416
$235K 0.04%
2,934
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417
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419
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5,900
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420
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11,861
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421
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22,662
+1,858
422
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3,755
-337
423
$232K 0.04%
9,400
424
$231K 0.04%
23,225
-100
425
$230K 0.04%
5,544
-546
15 16
17
18 19