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
$1.58B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.6M
3
+$8.44M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$6.79M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.76M

Top Sells

1
+$16.4M
2
+$11.6M
3
+$9.96M
4
IDXX icon
Idexx Laboratories
IDXX
+$4.98M
5
HFRO
Highland Opportunities and Income Fund
HFRO
+$4.97M

Sector Composition

1 Technology 9.6%
2 Healthcare 7.77%
3 Financials 5.86%
4 Consumer Discretionary 5.43%
5 Communication Services 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.49M 0.09%
17,375
+13,846
227
$1.49M 0.09%
26,790
+1,443
228
$1.48M 0.09%
16,178
+12,105
229
$1.48M 0.09%
81,284
+47,834
230
$1.47M 0.09%
7,419
+3,381
231
$1.47M 0.09%
1,685
+649
232
$1.47M 0.09%
+24,369
233
$1.46M 0.09%
29,022
+11,255
234
$1.46M 0.09%
6,010
-283
235
$1.45M 0.09%
27,520
+1,440
236
$1.45M 0.09%
10,963
+1
237
$1.45M 0.09%
13,371
-637
238
$1.44M 0.09%
8,008
+3,429
239
$1.44M 0.09%
13,404
+9,790
240
$1.44M 0.09%
10,779
+92
241
$1.43M 0.09%
9,927
+361
242
$1.42M 0.09%
72,630
+30,123
243
$1.42M 0.09%
14,953
-38
244
$1.42M 0.09%
15,760
-680
245
$1.41M 0.09%
5,851
-5,378
246
$1.4M 0.09%
33,824
-309
247
$1.39M 0.09%
13,662
+160
248
$1.38M 0.09%
340,147
+41,762
249
$1.37M 0.09%
5,066
+1,898
250
$1.37M 0.09%
8,682
+329
8 9
10
11 12