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
401
$737K 0.05%
15,158
-46,172
402
$736K 0.05%
+15,804
403
$732K 0.05%
6,968
+361
404
$731K 0.05%
8,300
+2,513
405
$729K 0.05%
6,478
+334
406
$729K 0.05%
2,571
+11
407
$723K 0.05%
4,552
+3,227
408
$719K 0.05%
8,957
+5,995
409
$718K 0.05%
9,198
+3,703
410
$713K 0.05%
14,314
+1,099
411
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29,656
+7,359
412
$711K 0.05%
11,025
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413
$709K 0.05%
5,348
-705
414
$701K 0.04%
12,676
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415
$698K 0.04%
2,863
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416
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417
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5,551
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418
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2,497
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419
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11,996
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420
$686K 0.04%
+17,349
421
$684K 0.04%
7,866
+69
422
$681K 0.04%
10,362
+3,479
423
$680K 0.04%
39,512
-8,278
424
$680K 0.04%
18,535
-5,177
425
$678K 0.04%
2,859
+1,911
15 16
17
18 19