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
101
$1.52M 0.25%
14,578
+5,793
102
$1.5M 0.25%
18,855
-2,254
103
$1.47M 0.24%
28,597
+2,686
104
$1.46M 0.24%
42,576
-396
105
$1.46M 0.24%
62,329
+21,429
106
$1.38M 0.23%
103,421
107
$1.38M 0.23%
11,238
-2,854
108
$1.35M 0.22%
6,720
-896
109
$1.34M 0.22%
55,508
+6,418
110
$1.33M 0.22%
24,719
-4,127
111
$1.33M 0.22%
69,517
112
$1.33M 0.22%
10,267
-404
113
$1.32M 0.22%
5,444
+129
114
$1.3M 0.22%
5,538
+29
115
$1.3M 0.22%
+12,950
116
$1.3M 0.22%
41,768
-18,893
117
$1.3M 0.22%
288,760
+54,960
118
$1.28M 0.21%
+51,920
119
$1.26M 0.21%
56,100
+2,988
120
$1.25M 0.21%
+23,267
121
$1.24M 0.21%
15,633
-2,700
122
$1.24M 0.21%
23,253
-3,701
123
$1.24M 0.21%
34,327
-1,835
124
$1.22M 0.2%
26,069
+6,866
125
$1.21M 0.2%
6,364
-1,130
3 4
5
6 7