IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
1
$35.9M 5.98%
126,049
-964
2
$14.9M 2.48%
184,693
+48,867
3
$14.8M 2.46%
311,036
+10,240
4
$12.6M 2.1%
44,698
+16,815
5
$9.98M 1.66%
244,090
+64,730
6
$9.82M 1.64%
122,857
+14,949
7
$9.81M 1.63%
110,200
+11,060
8
$8.77M 1.46%
145,386
+17,622
9
$7.8M 1.3%
43,437
+8,487
10
$7.39M 1.23%
134,835
+15,418
11
$7.11M 1.18%
71,501
-728
12
$6.8M 1.13%
105,525
+18,501
13
$6.75M 1.13%
178,285
-3,275
14
$6.16M 1.03%
79,828
-4,157
15
$5.92M 0.99%
100,760
+11,744
16
$5.87M 0.98%
113,462
+6,193
17
$5.51M 0.92%
396,672
-6,645
18
$5.31M 0.89%
45,060
+664
19
$5.29M 0.88%
78,934
+2,025
20
$5.07M 0.84%
54,308
+1,415
21
$5.02M 0.84%
154,704
+68,814
22
$4.6M 0.77%
37,275
-5,209
23
$4.49M 0.75%
29,328
-8,469
24
$4.03M 0.67%
158,374
+301
25
$3.92M 0.65%
64,436
-5,142
1
2 3 4 5