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
301
$1.1M 0.07%
21,052
+6,755
302
$1.1M 0.07%
+41,361
303
$1.09M 0.07%
13,226
+1,861
304
$1.09M 0.07%
3,088
-828
305
$1.08M 0.07%
7,085
+2,371
306
$1.08M 0.07%
4,554
+36
307
$1.06M 0.07%
16,670
+9,740
308
$1.05M 0.07%
6,508
-365
309
$1.05M 0.07%
15,560
-227
310
$1.05M 0.07%
9,687
+245
311
$1.04M 0.07%
13,355
-1,082
312
$1.03M 0.07%
4,385
+1,854
313
$1.03M 0.07%
4,219
+277
314
$1.03M 0.07%
39,782
-4,109
315
$1.03M 0.07%
19,367
-10,612
316
$1.02M 0.07%
54,066
-566
317
$1.02M 0.06%
19,110
+5,224
318
$1.02M 0.06%
12,432
+2,120
319
$1M 0.06%
51,209
+4,214
320
$1M 0.06%
28,221
+1,477
321
$992K 0.06%
36,204
-1,226
322
$989K 0.06%
57,096
+4,614
323
$984K 0.06%
11,060
+5,720
324
$983K 0.06%
21,406
+536
325
$981K 0.06%
36,894
-25,945
11 12
13
14 15