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
76
$4.35M 0.28%
19,182
+477
77
$4.29M 0.27%
27,735
+7,226
78
$4.27M 0.27%
15,721
-285
79
$4.21M 0.27%
17,031
-210
80
$4.08M 0.26%
198,268
-144,228
81
$4.08M 0.26%
30,248
+4,036
82
$4.07M 0.26%
42,899
+8,758
83
$4.03M 0.26%
20,947
+6,229
84
$3.97M 0.25%
56,744
+5,857
85
$3.96M 0.25%
153,855
+51,333
86
$3.96M 0.25%
29,813
-506
87
$3.87M 0.25%
9,698
+703
88
$3.81M 0.24%
58,084
+2,583
89
$3.74M 0.24%
45,394
+24,522
90
$3.69M 0.23%
78,241
-1,272
91
$3.59M 0.23%
123,339
+78,146
92
$3.55M 0.23%
80,120
+4,856
93
$3.54M 0.22%
14,465
-15,033
94
$3.52M 0.22%
33,646
+11,326
95
$3.5M 0.22%
89,319
-9,972
96
$3.47M 0.22%
15,131
+568
97
$3.47M 0.22%
9,501
+1,162
98
$3.47M 0.22%
38,333
-351
99
$3.46M 0.22%
54,654
+4,573
100
$3.45M 0.22%
46,053
+9,779
2 3
4
5 6