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
851
$212K 0.01%
+4,587
852
$211K 0.01%
+2,246
853
$211K 0.01%
4,425
-1,865
854
$211K 0.01%
+5,441
855
$210K 0.01%
1,797
-228
856
$209K 0.01%
5,368
+78
857
$209K 0.01%
5,559
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858
$208K 0.01%
9,774
-9,774
859
$207K 0.01%
+6,639
860
$207K 0.01%
1,767
861
$206K 0.01%
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862
$206K 0.01%
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863
$206K 0.01%
4,088
-326
864
$206K 0.01%
7,061
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865
$205K 0.01%
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866
$204K 0.01%
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867
$204K 0.01%
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868
$203K 0.01%
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869
$203K 0.01%
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870
$203K 0.01%
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871
$203K 0.01%
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872
$202K 0.01%
2,161
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873
$202K 0.01%
3,383
-4,211
874
$201K 0.01%
657
-639
875
$201K 0.01%
+4,455
33 34
35
36 37