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
651
$344K 0.02%
+10,780
652
$344K 0.02%
615
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653
$343K 0.02%
5,911
+1,280
654
$342K 0.02%
7,115
-1,770
655
$342K 0.02%
+12,882
656
$339K 0.02%
6,053
+678
657
$338K 0.02%
+3,172
658
$337K 0.02%
5,957
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659
$337K 0.02%
14,100
-800
660
$337K 0.02%
+1,179
661
$337K 0.02%
2,994
-50
662
$335K 0.02%
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663
$335K 0.02%
2,484
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664
$335K 0.02%
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665
$334K 0.02%
1,354
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666
$332K 0.02%
3,924
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669
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670
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671
$330K 0.02%
2,282
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672
$329K 0.02%
3,618
-1,328
673
$329K 0.02%
+16,928
674
$328K 0.02%
26,200
675
$328K 0.02%
4,504
+1,167
25 26
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