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
251
$1.36M 0.09%
18,336
-88
252
$1.36M 0.09%
5,774
-318
253
$1.36M 0.09%
58,081
+13,924
254
$1.35M 0.09%
26,671
+9,385
255
$1.35M 0.09%
53,853
+3,582
256
$1.35M 0.09%
+25,961
257
$1.34M 0.09%
9,091
+17
258
$1.32M 0.08%
4,735
+270
259
$1.32M 0.08%
19,348
+5,598
260
$1.31M 0.08%
15,264
-1,439
261
$1.3M 0.08%
6,028
+3,989
262
$1.3M 0.08%
+50,181
263
$1.3M 0.08%
+8,376
264
$1.3M 0.08%
6,233
+486
265
$1.28M 0.08%
29,769
+11,856
266
$1.28M 0.08%
14,369
+3,310
267
$1.28M 0.08%
12,927
-284
268
$1.27M 0.08%
93,304
+31,090
269
$1.27M 0.08%
33,274
-2,720
270
$1.26M 0.08%
12,982
+1,222
271
$1.26M 0.08%
6,247
+619
272
$1.26M 0.08%
12,755
+1,709
273
$1.25M 0.08%
2,730
+153
274
$1.25M 0.08%
25,065
+615
275
$1.24M 0.08%
+91,172
9 10
11
12 13