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
901
$121K 0.01%
18,560
-130
902
$117K 0.01%
16,315
903
$114K 0.01%
+13,215
904
$110K 0.01%
18,000
905
$108K 0.01%
809
906
$105K 0.01%
+1,148
907
$105K 0.01%
+14,645
908
$104K 0.01%
13,307
-41
909
$104K 0.01%
+2,000
910
$98K 0.01%
21,000
-6,500
911
$97K 0.01%
10,869
+18
912
$97K 0.01%
11,549
-41
913
$97K 0.01%
3,219
+531
914
$97K 0.01%
+11,410
915
$91K 0.01%
+30,525
916
$90K 0.01%
180
+33
917
$72K ﹤0.01%
17,156
+9
918
$70K ﹤0.01%
16,025
+2,136
919
$66K ﹤0.01%
11,000
-2,200
920
$61K ﹤0.01%
+493
921
$60K ﹤0.01%
123,000
+44,000
922
$60K ﹤0.01%
13,550
+2,290
923
$56K ﹤0.01%
+25,000
924
$55K ﹤0.01%
22
925
$55K ﹤0.01%
2,583
35 36
37
38 39