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
451
$210K 0.04%
3,959
-1,174
452
$210K 0.04%
+10,481
453
$208K 0.03%
+1,179
454
$208K 0.03%
+6,860
455
$208K 0.03%
+10,081
456
$208K 0.03%
14,642
+942
457
$207K 0.03%
8,246
458
$207K 0.03%
+2,437
459
$206K 0.03%
2,446
-6,609
460
$204K 0.03%
16,441
+5,100
461
$203K 0.03%
+8,741
462
$202K 0.03%
+3,550
463
$201K 0.03%
+4,874
464
$200K 0.03%
3,762
-1,167
465
$200K 0.03%
+2,491
466
$193K 0.03%
12,750
467
$193K 0.03%
15,242
+68
468
$193K 0.03%
19,296
-8,234
469
$187K 0.03%
+21,826
470
$186K 0.03%
24,908
+11,500
471
$184K 0.03%
13,192
-88
472
$180K 0.03%
10,534
+212
473
$180K 0.03%
21,430
474
$177K 0.03%
8,319
+671
475
$175K 0.03%
+15,100
17 18
19
20 21