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
51
$5.74M 0.36%
19,465
+3,670
52
$5.71M 0.36%
155,696
+76,429
53
$5.56M 0.35%
17,436
+1,191
54
$5.48M 0.35%
33,075
+877
55
$5.45M 0.35%
101,088
+48,775
56
$5.32M 0.34%
32,262
+3,416
57
$5.31M 0.34%
105,416
+1,628
58
$5.28M 0.33%
41,215
+3,460
59
$5.24M 0.33%
22,677
+3,409
60
$5.21M 0.33%
39,850
+4,176
61
$5.15M 0.33%
472,189
-455,412
62
$5.13M 0.33%
50,062
+16,816
63
$4.95M 0.31%
54,557
-882
64
$4.86M 0.31%
30,626
-1,249
65
$4.84M 0.31%
27,113
+1,405
66
$4.84M 0.31%
222,464
+15,592
67
$4.8M 0.3%
30,187
-98
68
$4.8M 0.3%
69,323
-70,775
69
$4.75M 0.3%
70,979
+8,527
70
$4.71M 0.3%
72,802
+5,107
71
$4.68M 0.3%
99,549
+12,621
72
$4.51M 0.29%
80,589
+3,902
73
$4.42M 0.28%
58,560
-131,774
74
$4.39M 0.28%
131,003
+9,228
75
$4.35M 0.28%
35,047
+165
1 2
3
4 5