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
126
$1.2M 0.2%
28,475
-1,862
127
$1.2M 0.2%
26,125
+230
128
$1.19M 0.2%
11,250
-1,373
129
$1.15M 0.19%
+60,558
130
$1.15M 0.19%
20,910
-385
131
$1.15M 0.19%
39,104
+26,170
132
$1.14M 0.19%
35,539
+11,380
133
$1.13M 0.19%
12,339
-435
134
$1.13M 0.19%
+20,823
135
$1.13M 0.19%
51,629
+34,498
136
$1.11M 0.19%
17,612
+2,962
137
$1.08M 0.18%
39,090
-6,459
138
$1.07M 0.18%
32,922
+3,318
139
$1.07M 0.18%
8,684
+2,028
140
$1.05M 0.18%
+20,109
141
$1.05M 0.17%
24,421
-3,012
142
$1.05M 0.17%
6,866
+723
143
$1.04M 0.17%
15,970
-2,839
144
$1.03M 0.17%
18,985
+9,894
145
$1.02M 0.17%
3,402
-216
146
$1.02M 0.17%
11,868
+2,521
147
$1.01M 0.17%
8,251
+712
148
$1M 0.17%
47,341
+4,486
149
$1M 0.17%
47,702
+4,430
150
$996K 0.17%
113,468
-1,971
4 5
6
7 8