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
51
$2.61M 0.43%
44,300
+780
52
$2.6M 0.43%
13,569
+874
53
$2.5M 0.42%
111,191
+6,635
54
$2.49M 0.42%
22,444
+550
55
$2.48M 0.41%
38,810
-434
56
$2.39M 0.4%
78,702
+10,592
57
$2.38M 0.4%
44,989
-7,019
58
$2.34M 0.39%
58,063
+6,487
59
$2.31M 0.38%
356,485
60
$2.29M 0.38%
53,172
+904
61
$2.27M 0.38%
30,684
+10,593
62
$2.22M 0.37%
22,591
+11,559
63
$2.16M 0.36%
174,533
64
$2.15M 0.36%
38,290
+4,463
65
$2.15M 0.36%
152,356
+2,000
66
$2.12M 0.35%
45,419
+4,551
67
$2.12M 0.35%
26,192
+700
68
$2.11M 0.35%
143,528
+17,015
69
$2.08M 0.35%
20,880
+3,386
70
$2.08M 0.35%
13,769
-5,369
71
$2.08M 0.35%
19,619
-41,038
72
$2.04M 0.34%
22,201
+3,833
73
$2.03M 0.34%
34,600
+3,140
74
$1.99M 0.33%
+14,335
75
$1.98M 0.33%
23,527
-2,529
1 2
3
4 5