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
101
$3.45M 0.22%
35,710
-3,554
102
$3.43M 0.22%
141,667
-5,517
103
$3.34M 0.21%
44,215
-11,362
104
$3.33M 0.21%
22,476
+4,868
105
$3.3M 0.21%
18,989
-465
106
$3.25M 0.21%
8,218
+1,376
107
$3.21M 0.2%
37,410
+1,501
108
$3.21M 0.2%
14,641
-5,193
109
$3.19M 0.2%
7,978
+1,828
110
$3.16M 0.2%
28,470
+16,845
111
$3.15M 0.2%
10,806
+976
112
$3.06M 0.19%
38,756
-158
113
$3.05M 0.19%
41,091
-196
114
$3.03M 0.19%
31,760
+52
115
$3.02M 0.19%
81,503
-8,043
116
$2.98M 0.19%
87,727
+20,302
117
$2.96M 0.19%
63,317
+1,698
118
$2.88M 0.18%
36,323
+1,012
119
$2.88M 0.18%
28,927
-12
120
$2.81M 0.18%
50,969
+3,564
121
$2.8M 0.18%
45,998
-45,472
122
$2.73M 0.17%
205,925
-19,263
123
$2.67M 0.17%
58,687
+1,121
124
$2.62M 0.17%
69,498
-8,886
125
$2.59M 0.16%
62,926
-7,858
3 4
5
6 7