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
201
$713K 0.12%
24,723
+5,936
202
$712K 0.12%
6,473
+893
203
$710K 0.12%
+22,033
204
$710K 0.12%
6,830
+2,067
205
$705K 0.12%
46,790
206
$705K 0.12%
14,189
-2,672
207
$701K 0.12%
19,670
-1,150
208
$697K 0.12%
4,010
-963
209
$692K 0.12%
18,911
-9,232
210
$692K 0.12%
21,172
-200
211
$680K 0.11%
17,070
+1,794
212
$678K 0.11%
11,480
+24
213
$675K 0.11%
9,474
-263
214
$673K 0.11%
23,592
-1,428
215
$668K 0.11%
5,974
-1,103
216
$662K 0.11%
+24,936
217
$656K 0.11%
11,968
+304
218
$652K 0.11%
5,956
+193
219
$643K 0.11%
14,287
-6,203
220
$643K 0.11%
12,788
-1,615
221
$639K 0.11%
3,877
+495
222
$638K 0.11%
41,504
+26,171
223
$637K 0.11%
13,177
-1,654
224
$636K 0.11%
9,137
+2
225
$631K 0.11%
34,170
+1,731
7 8
9
10 11