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
76
$1.95M 0.33%
61,160
-1,520
77
$1.95M 0.33%
10,692
-455
78
$1.94M 0.32%
10,198
-55
79
$1.93M 0.32%
41,240
-2,737
80
$1.91M 0.32%
12,230
-30
81
$1.91M 0.32%
25,412
-989
82
$1.87M 0.31%
72,571
-12,773
83
$1.83M 0.31%
32,996
-8,150
84
$1.83M 0.3%
34,036
+414
85
$1.81M 0.3%
31,557
-5,431
86
$1.77M 0.29%
34,398
-8,264
87
$1.72M 0.29%
16,004
-529
88
$1.69M 0.28%
19,424
+2,826
89
$1.68M 0.28%
31,090
+1,970
90
$1.64M 0.27%
14,369
+2,297
91
$1.61M 0.27%
31,274
+5,577
92
$1.61M 0.27%
14,937
+7,353
93
$1.61M 0.27%
11,267
+306
94
$1.6M 0.27%
30,352
-7,472
95
$1.6M 0.27%
27,453
+310
96
$1.59M 0.27%
18,323
+12,694
97
$1.58M 0.26%
52,393
+42,792
98
$1.57M 0.26%
12,765
-2,615
99
$1.57M 0.26%
12,390
-12,004
100
$1.53M 0.26%
106,947
2 3
4
5 6