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
276
$1.24M 0.08%
3,582
+581
277
$1.22M 0.08%
31,709
+22,644
278
$1.22M 0.08%
12,969
+4,351
279
$1.21M 0.08%
6,181
+2,302
280
$1.21M 0.08%
50,981
+6,667
281
$1.2M 0.08%
4,682
-29
282
$1.2M 0.08%
23,538
+984
283
$1.2M 0.08%
22,054
+2,833
284
$1.19M 0.08%
+6,938
285
$1.19M 0.08%
20,983
+6,637
286
$1.18M 0.08%
19,544
+851
287
$1.18M 0.08%
5,287
+2,661
288
$1.18M 0.07%
20,519
+131
289
$1.17M 0.07%
13,644
-1,047
290
$1.17M 0.07%
12,508
-13,218
291
$1.17M 0.07%
1,845
-7,894
292
$1.15M 0.07%
12,000
+9,058
293
$1.15M 0.07%
83,974
-476
294
$1.14M 0.07%
19,505
-12,011
295
$1.13M 0.07%
4,159
+10
296
$1.13M 0.07%
5,623
+62
297
$1.13M 0.07%
10,874
+468
298
$1.11M 0.07%
19,880
+3,569
299
$1.11M 0.07%
42,375
+2,622
300
$1.1M 0.07%
16,051
+7,329
10 11
12
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