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
176
$856K 0.14%
71,920
+4,022
177
$850K 0.14%
9,522
+1,214
178
$850K 0.14%
5,099
179
$843K 0.14%
17,688
-3,548
180
$836K 0.14%
19,969
+10
181
$835K 0.14%
16,091
-1,645
182
$834K 0.14%
19,364
-1,642
183
$822K 0.14%
10,828
+82
184
$822K 0.14%
15,903
-1,150
185
$779K 0.13%
1,797
+270
186
$774K 0.13%
2,827
-21
187
$771K 0.13%
15,952
-1,980
188
$766K 0.13%
5,473
-124
189
$761K 0.13%
11,928
+475
190
$758K 0.13%
5,885
-332
191
$752K 0.13%
34,521
-4,740
192
$752K 0.13%
32,505
+1,445
193
$749K 0.12%
10,610
+3,032
194
$746K 0.12%
10,494
+1,314
195
$746K 0.12%
12,990
+630
196
$740K 0.12%
7,093
-551
197
$724K 0.12%
14,542
-703
198
$721K 0.12%
+16,972
199
$719K 0.12%
4,002
+508
200
$717K 0.12%
4,354
-122
6 7
8
9 10