IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$4.57M
2
+$4M
3
+$2.59M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$2.15M
5
MBB icon
iShares MBS ETF
MBB
+$2.09M

Top Sells

1
+$4.33M
2
+$4M
3
+$2.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.49M
5
BND icon
Vanguard Total Bond Market
BND
+$1.62M

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
501
$67K 0.01%
12,908
502
$67K 0.01%
1,505
-18
503
$64K 0.01%
+104
504
$63K 0.01%
37,750
+1,000
505
$63K 0.01%
24,074
+6,004
506
$59K 0.01%
2,583
507
$48K 0.01%
+36,720
508
$39K 0.01%
67
-16
509
$36K 0.01%
1,000
510
$34K 0.01%
60
511
– –
0
512
$13K ﹤0.01%
+2,365
513
$12K ﹤0.01%
+14,000
514
$11K ﹤0.01%
15,000
515
– –
0
516
– –
-2,734
517
– –
-3,847
518
– –
-1,821
519
– –
-5,437
520
– –
-17,076
521
– –
-25,672
522
– –
-9,541
523
– –
-8,666
524
– –
-13,568
525
– –
-35,220
19 20
21
22 23