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
476
$173K 0.03%
+31,070
477
$170K 0.03%
+16,920
478
$169K 0.03%
13,929
-951
479
$168K 0.03%
10,452
+306
480
$160K 0.03%
2,961
-283
481
$156K 0.03%
19,156
+8,604
482
$146K 0.02%
2,911
+32
483
$139K 0.02%
15,385
-21,836
484
$135K 0.02%
10,880
-6,400
485
$133K 0.02%
15,325
+2,300
486
$130K 0.02%
+13,295
487
$129K 0.02%
11,693
+85
488
$124K 0.02%
11,535
489
$113K 0.02%
+17,330
490
$112K 0.02%
+10,978
491
$110K 0.02%
18,917
-264
492
$106K 0.02%
24,409
-2,056
493
$82K 0.01%
2,873
+500
494
$82K 0.01%
16,080
+5,550
495
$78K 0.01%
11,853
496
$76K 0.01%
37,007
497
$76K 0.01%
+12,674
498
$75K 0.01%
1,153
+286
499
$68K 0.01%
+10,488
500
$67K 0.01%
24,062
-339
18 19
20
21 22