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
151
$2.21M 0.14%
40,222
-1,527
152
$2.2M 0.14%
53,523
-650
153
$2.18M 0.14%
9,668
+2,177
154
$2.15M 0.14%
32,866
+1,315
155
$2.15M 0.14%
75,870
+10,437
156
$2.14M 0.14%
16,448
+12,844
157
$2.14M 0.14%
25,049
+4,828
158
$2.13M 0.14%
40,233
+2,285
159
$2.12M 0.13%
+22,785
160
$2.12M 0.13%
15,420
+89
161
$2.12M 0.13%
108,127
+148
162
$2.11M 0.13%
79,898
-17,681
163
$2.07M 0.13%
8,466
-352
164
$2.05M 0.13%
32,397
-6,544
165
$2.04M 0.13%
33,834
+2,124
166
$2.02M 0.13%
95,288
+22,790
167
$2.02M 0.13%
20,952
+11,022
168
$2M 0.13%
124,990
-22,988
169
$1.98M 0.13%
15,954
+5,498
170
$1.98M 0.13%
33,002
-12,825
171
$1.96M 0.12%
36,615
-37,683
172
$1.93M 0.12%
22,879
+6,260
173
$1.92M 0.12%
+7,594
174
$1.91M 0.12%
11,018
+2,031
175
$1.91M 0.12%
+25,089
5 6
7
8 9