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
26
$3.81M 0.63%
35,801
+19,913
27
$3.68M 0.61%
319,376
+21,664
28
$3.45M 0.57%
23,810
-17,880
29
$3.37M 0.56%
29,930
+11,580
30
$3.31M 0.55%
32,742
-1,710
31
$3.31M 0.55%
16,476
+2,379
32
$3.22M 0.54%
254,752
-1,378
33
$3.2M 0.53%
53,339
-5,984
34
$3.17M 0.53%
20,249
+198
35
$3.15M 0.53%
133,051
+11,223
36
$3.11M 0.52%
18,674
-1,141
37
$3.09M 0.51%
22,073
-2,081
38
$3.04M 0.51%
19,141
-939
39
$3.01M 0.5%
46,436
+10,705
40
$3.01M 0.5%
17,465
+1,970
41
$3M 0.5%
46,489
+7,530
42
$2.96M 0.49%
16,795
+176
43
$2.91M 0.48%
24,424
-1,966
44
$2.89M 0.48%
57,183
+7,015
45
$2.83M 0.47%
7,406
+52
46
$2.82M 0.47%
47,691
+1,718
47
$2.76M 0.46%
24,606
-1,909
48
$2.65M 0.44%
34,569
-617
49
$2.64M 0.44%
194,778
+9,200
50
$2.61M 0.43%
25,086
-3,642
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