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
776
$254K 0.02%
829
-77
777
$254K 0.02%
5,202
+237
778
$253K 0.02%
+1,968
779
$252K 0.02%
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780
$250K 0.02%
7,168
+471
781
$250K 0.02%
7,037
-118
782
$250K 0.02%
+6,246
783
$248K 0.02%
4,700
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784
$247K 0.02%
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785
$245K 0.02%
5,610
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786
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1,589
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787
$244K 0.02%
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788
$244K 0.02%
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789
$243K 0.02%
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790
$242K 0.02%
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$242K 0.02%
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792
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794
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795
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796
$237K 0.02%
25,565
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797
$237K 0.02%
3,593
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798
$236K 0.02%
386
+17
799
$236K 0.02%
+1,322
800
$235K 0.01%
+23,026
30 31
32
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