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
751
$271K 0.02%
+13,123
752
$270K 0.02%
+2,185
753
$270K 0.02%
1,376
-14
754
$270K 0.02%
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755
$269K 0.02%
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-35
756
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757
$267K 0.02%
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758
$264K 0.02%
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759
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760
$264K 0.02%
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761
$263K 0.02%
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$263K 0.02%
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764
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766
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$257K 0.02%
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+5,467
773
$255K 0.02%
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774
$255K 0.02%
10,793
+13
775
$254K 0.02%
1,748
-15
29 30
31
32 33