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
326
$978K 0.06%
7,275
-2,818
327
$970K 0.06%
11,818
+6,251
328
$966K 0.06%
6,269
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329
$966K 0.06%
3,237
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330
$965K 0.06%
9,737
+1,435
331
$957K 0.06%
11,828
+1
332
$950K 0.06%
14,502
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333
$941K 0.06%
15,246
+165
334
$940K 0.06%
16,930
-1,566
335
$936K 0.06%
15,368
+6,631
336
$931K 0.06%
17,873
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337
$930K 0.06%
91,446
+39,513
338
$929K 0.06%
12,624
+3,159
339
$928K 0.06%
15,686
+2,216
340
$925K 0.06%
65,718
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341
$918K 0.06%
36,411
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342
$917K 0.06%
+12,360
343
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344
$908K 0.06%
52,753
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345
$905K 0.06%
19,972
-1,435
346
$901K 0.06%
8,998
+324
347
$899K 0.06%
37,273
+2,216
348
$896K 0.06%
25,322
-11,602
349
$888K 0.06%
4,520
+22
350
$884K 0.06%
+28,879
12 13
14
15 16