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
476
$594K 0.04%
6,885
+312
477
$594K 0.04%
5,092
+442
478
$593K 0.04%
+11,165
479
$593K 0.04%
11,457
+1,430
480
$593K 0.04%
9,168
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481
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18,180
-890
482
$590K 0.04%
33,960
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483
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12,108
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484
$587K 0.04%
4,881
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485
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8,276
-1,138
486
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19,674
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487
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13,142
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488
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2,636
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489
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3,819
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490
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493
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2,325
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56,202
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495
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5,454
-5,052
496
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497
$563K 0.04%
16,982
+9,223
498
$561K 0.04%
20,333
+9,140
499
$556K 0.04%
4,266
+138
500
$556K 0.04%
10,168
+1,533
18 19
20
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