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
176
$1.88M 0.12%
3,730
-24
177
$1.86M 0.12%
44,285
-33,430
178
$1.85M 0.12%
+12,663
179
$1.85M 0.12%
38,760
+590
180
$1.83M 0.12%
158,842
+13,172
181
$1.79M 0.11%
16,014
+1,094
182
$1.79M 0.11%
56,333
+15,650
183
$1.77M 0.11%
32,965
-1,411
184
$1.77M 0.11%
11,435
+3,818
185
$1.76M 0.11%
31,405
-966
186
$1.76M 0.11%
46,342
+1,662
187
$1.76M 0.11%
12,995
+4,924
188
$1.76M 0.11%
3,003
+480
189
$1.75M 0.11%
12,497
+2,745
190
$1.75M 0.11%
23,700
-6,336
191
$1.74M 0.11%
46,933
+8,768
192
$1.71M 0.11%
23,493
-753
193
$1.7M 0.11%
21,842
-1,839
194
$1.67M 0.11%
3,409
+2,771
195
$1.67M 0.11%
61,410
-26,785
196
$1.66M 0.11%
+56,911
197
$1.66M 0.11%
34,782
-4,782
198
$1.66M 0.11%
38,087
+14,698
199
$1.66M 0.11%
+34,380
200
$1.62M 0.1%
36,801
+2,898
6 7
8
9 10