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
201
$1.62M 0.1%
24,268
+984
202
$1.62M 0.1%
63,623
+2,872
203
$1.61M 0.1%
5,541
-175
204
$1.6M 0.1%
11,419
+212
205
$1.59M 0.1%
22,003
+14,042
206
$1.59M 0.1%
68,272
+3,086
207
$1.59M 0.1%
101,424
-15,550
208
$1.59M 0.1%
4,179
+97
209
$1.58M 0.1%
24,330
-850
210
$1.58M 0.1%
4,089
+116
211
$1.58M 0.1%
41,221
-3,933
212
$1.58M 0.1%
7,260
+1,858
213
$1.57M 0.1%
49,269
-1,963
214
$1.56M 0.1%
23,230
-24,823
215
$1.55M 0.1%
+207,342
216
$1.55M 0.1%
18,551
-161
217
$1.54M 0.1%
2,903
-5
218
$1.53M 0.1%
5,309
+4,396
219
$1.53M 0.1%
6,974
+1,901
220
$1.52M 0.1%
31,985
+2,133
221
$1.52M 0.1%
9,135
+309
222
$1.51M 0.1%
101,984
-988
223
$1.51M 0.1%
9,382
+2
224
$1.51M 0.1%
9,300
+700
225
$1.49M 0.09%
32,187
-55
7 8
9
10 11