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
701
$312K 0.02%
3,986
-32
702
$311K 0.02%
20,487
+1,658
703
$310K 0.02%
+10,534
704
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705
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22,262
+21
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$308K 0.02%
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4,380
708
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709
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710
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711
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712
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719
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772
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722
$295K 0.02%
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723
$295K 0.02%
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724
$294K 0.02%
3,727
-2,662
725
$293K 0.02%
8,577
+1,013
27 28
29
30 31