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
801
$235K 0.01%
3,893
+543
802
$234K 0.01%
+1,584
803
$234K 0.01%
1,341
-156
804
$234K 0.01%
+2,931
805
$234K 0.01%
3,652
-497
806
$234K 0.01%
1,734
+131
807
$234K 0.01%
2,680
808
$233K 0.01%
+323
809
$233K 0.01%
+5,787
810
$233K 0.01%
6,807
+111
811
$232K 0.01%
1,832
-287
812
$232K 0.01%
1,979
-98
813
$231K 0.01%
+5,268
814
$230K 0.01%
3,156
+16
815
$230K 0.01%
+4,693
816
$229K 0.01%
+2,954
817
$228K 0.01%
13,508
+2,067
818
$228K 0.01%
4,442
+140
819
$228K 0.01%
+5,950
820
$227K 0.01%
7,089
-397
821
$226K 0.01%
+1,824
822
$225K 0.01%
1,506
-2,003
823
$224K 0.01%
2,044
+81
824
$223K 0.01%
35,098
+4
825
$223K 0.01%
+1,913
31 32
33
34 35