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
876
$201K 0.01%
+13,015
877
$196K 0.01%
28,195
+1,200
878
$195K 0.01%
10,144
879
$195K 0.01%
+12,515
880
$187K 0.01%
12,025
881
$185K 0.01%
+11,706
882
$185K 0.01%
19,043
883
$182K 0.01%
+12,957
884
$181K 0.01%
3,377
885
$181K 0.01%
19,390
886
$181K 0.01%
+11,290
887
$178K 0.01%
32,475
888
$174K 0.01%
376
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889
$172K 0.01%
15,042
+128
890
$165K 0.01%
+10,080
891
$163K 0.01%
17,330
-350
892
$163K 0.01%
433
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893
$160K 0.01%
10,875
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894
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895
$154K 0.01%
10,884
-1,350
896
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13,206
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897
$147K 0.01%
16,754
+1,451
898
$144K 0.01%
+19,320
899
$131K 0.01%
15,240
900
$128K 0.01%
11,135
+292
34 35
36
37 38