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
826
$223K 0.01%
+1,197
827
$222K 0.01%
7,941
+131
828
$222K 0.01%
5,437
+203
829
$222K 0.01%
1,339
-250
830
$221K 0.01%
+28,000
831
$221K 0.01%
+4,306
832
$221K 0.01%
+1,130
833
$220K 0.01%
+909
834
$220K 0.01%
+6,801
835
$220K 0.01%
+8,826
836
$219K 0.01%
+5,322
837
$219K 0.01%
881
-47
838
$219K 0.01%
5,718
-1,126
839
$217K 0.01%
+442
840
$217K 0.01%
+894
841
$217K 0.01%
+1,287
842
$217K 0.01%
3,744
+284
843
$216K 0.01%
+1,224
844
$216K 0.01%
6,851
-1,350
845
$215K 0.01%
+3,724
846
$215K 0.01%
3,187
-1,698
847
$215K 0.01%
+3,640
848
$214K 0.01%
+2,000
849
$214K 0.01%
+6,181
850
$212K 0.01%
997
-260
32 33
34
35 36