IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$9.11M
3
+$8.23M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$6.77M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.69M

Top Sells

1
+$15.5M
2
+$11.3M
3
+$9.8M
4
HFRO
Highland Opportunities and Income Fund
HFRO
+$5.15M
5
FSKR
FS KKR Capital Corp. II
FSKR
+$4.6M

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
926
$54K ﹤0.01%
1,395
-100
927
– –
0
928
$45K ﹤0.01%
15,000
929
$43K ﹤0.01%
+1,600
930
$42K ﹤0.01%
29,850
-1,000
931
$42K ﹤0.01%
900
932
$31K ﹤0.01%
+1,333
933
$28K ﹤0.01%
60,016
+10,000
934
$22K ﹤0.01%
+1,561
935
$15K ﹤0.01%
+154
936
$13K ﹤0.01%
1,350
-1,100
937
$11K ﹤0.01%
+1,000
938
$11K ﹤0.01%
+500
939
$11K ﹤0.01%
+13,113
940
$6K ﹤0.01%
+11,775
941
– –
-10,534
942
– –
-6,607
943
– –
-686
944
– –
-23,043
945
– –
-1,100
946
– –
-1,582
947
– –
-4,660
948
– –
-667
949
– –
-3,374
950
– –
-996
36 37
38
39 40