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
351
$881K 0.06%
14,873
-341
352
$879K 0.06%
16,548
+2,218
353
$877K 0.06%
14,633
-270
354
$877K 0.06%
19,903
+711
355
$875K 0.06%
14,406
-22,734
356
$872K 0.06%
3,359
+1,794
357
$872K 0.06%
22,930
+3,414
358
$865K 0.05%
4,067
+75
359
$863K 0.05%
+22,332
360
$855K 0.05%
929
-120
361
$851K 0.05%
2,160
+29
362
$849K 0.05%
2,326
+46
363
$846K 0.05%
30,234
-11,791
364
$844K 0.05%
9,118
+1,938
365
$838K 0.05%
+15,608
366
$838K 0.05%
+17,774
367
$833K 0.05%
4,427
+3,322
368
$831K 0.05%
15,927
+156
369
$830K 0.05%
9,161
-8,981
370
$828K 0.05%
25,968
+1,704
371
$826K 0.05%
12,282
+1,265
372
$826K 0.05%
36,886
-78
373
$823K 0.05%
7,161
-291
374
$823K 0.05%
37,081
+3,787
375
$822K 0.05%
13,537
-775
13 14
15
16 17