IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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 5.85%
4 Consumer Discretionary 5.43%
5 Communication Services 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 0.64%
657,078
-58,115
27
$9.57M 0.61%
94,730
-1,439
28
$9.35M 0.59%
76,560
-780
29
$9.24M 0.59%
462,040
+14,560
30
$8.7M 0.55%
57,702
+14,318
31
$8.53M 0.54%
37,184
+6,465
32
$7.85M 0.5%
28,250
+3,140
33
$7.75M 0.49%
194,914
+1,121
34
$7.69M 0.49%
103,887
+50,725
35
$7.45M 0.47%
25,976
+520
36
$7.38M 0.47%
102,485
+196
37
$7.31M 0.46%
30,530
+2,384
38
$7.21M 0.46%
41,016
+4,746
39
$7.15M 0.45%
148,899
+141,392
40
$7.13M 0.45%
56,621
+3,540
41
$7.11M 0.45%
20,458
+1,442
42
$7M 0.44%
130,280
-1,925
43
$6.99M 0.44%
30,831
+3,711
44
$6.92M 0.44%
17,581
+351
45
$6.77M 0.43%
59,894
+4,903
46
$6.15M 0.39%
56,008
-727
47
$6.08M 0.39%
39,066
+3,987
48
$6.04M 0.38%
101,269
-28,748
49
$5.96M 0.38%
115,727
+2,317
50
$5.8M 0.37%
24,812
-148
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