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
726
$293K 0.02%
5,176
+524
727
$293K 0.02%
2,364
+407
728
$291K 0.02%
2,464
+34
729
$291K 0.02%
+6,747
730
$290K 0.02%
+5,098
731
$290K 0.02%
20,329
+7,969
732
$290K 0.02%
+2,442
733
$289K 0.02%
+7,548
734
$289K 0.02%
5,412
+326
735
$288K 0.02%
11,138
+52
736
$286K 0.02%
1,392
+79
737
$286K 0.02%
1,984
-1,076
738
$285K 0.02%
13,572
739
$285K 0.02%
3,440
+156
740
$284K 0.02%
4,763
+1,213
741
$284K 0.02%
+17,002
742
$284K 0.02%
5,662
+579
743
$283K 0.02%
5,106
-315
744
$282K 0.02%
2,438
-260
745
$280K 0.02%
+4,792
746
$277K 0.02%
+3,300
747
$277K 0.02%
1,525
+140
748
$275K 0.02%
7,119
+77
749
$274K 0.02%
+1,454
750
$272K 0.02%
4,100
+260
28 29
30
31 32