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
601
$407K 0.03%
+11,464
602
$407K 0.03%
4,308
-27
603
$406K 0.03%
+6,492
604
$404K 0.03%
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605
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30,458
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606
$403K 0.03%
5,548
-3,490
607
$402K 0.03%
14,489
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608
$401K 0.03%
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609
$401K 0.03%
11,286
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610
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26,094
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611
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1,287
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612
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614
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615
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31,283
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619
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18,484
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621
$392K 0.02%
6,438
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5,168
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623
$388K 0.02%
4,064
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624
$386K 0.02%
+7,246
625
$385K 0.02%
11,500
23 24
25
26 27