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
126
$2.59M 0.16%
31,956
+42
127
$2.57M 0.16%
13,272
+5,982
128
$2.54M 0.16%
151,944
129
$2.54M 0.16%
37,758
-198
130
$2.53M 0.16%
40,078
+4,988
131
$2.51M 0.16%
33,221
+336
132
$2.5M 0.16%
81,710
-346
133
$2.49M 0.16%
46,027
-3,171
134
$2.49M 0.16%
97,572
-918
135
$2.47M 0.16%
49,706
-6,109
136
$2.45M 0.16%
9,222
+2,626
137
$2.44M 0.15%
20,792
+1,974
138
$2.42M 0.15%
55,935
-795
139
$2.37M 0.15%
32,377
+9,437
140
$2.37M 0.15%
160,499
+277
141
$2.33M 0.15%
17,095
+1,306
142
$2.32M 0.15%
74,091
+52,721
143
$2.31M 0.15%
9,497
+2,427
144
$2.3M 0.15%
40,412
+12,277
145
$2.3M 0.15%
16,114
+1,154
146
$2.27M 0.14%
15,920
+6,537
147
$2.25M 0.14%
5,955
-586
148
$2.25M 0.14%
27,707
+22,407
149
$2.24M 0.14%
74,755
-63,191
150
$2.21M 0.14%
9,317
+1,401
4 5
6
7 8