IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$520M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.1M
3
+$6.93M
4
HFRO
Highland Opportunities and Income Fund
HFRO
+$5.16M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.09M

Top Sells

1
+$3.31M
2
+$2.15M
3
+$1.64M
4
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$1.51M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.34M

Sector Composition

1 Healthcare 7.89%
2 Technology 5.89%
3 Financials 3.88%
4 Consumer Discretionary 3.84%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$408K 0.08%
3,556
+438
277
$406K 0.08%
11,712
+753
278
$406K 0.08%
21,056
+3,567
279
$403K 0.08%
9,418
-165
280
$402K 0.08%
5,802
+170
281
$401K 0.08%
21,806
-1,857
282
$401K 0.08%
3,519
-163
283
$398K 0.08%
+4,422
284
$393K 0.08%
+10,009
285
$390K 0.08%
4,646
-3,587
286
$388K 0.07%
8,831
+16
287
$387K 0.07%
14,630
+1,148
288
$386K 0.07%
7,468
-340
289
$381K 0.07%
+3,438
290
$377K 0.07%
4,645
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291
$372K 0.07%
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292
$371K 0.07%
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293
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3,220
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294
$360K 0.07%
6,695
-23,689
295
$356K 0.07%
+4,158
296
$354K 0.07%
9,362
-634
297
$353K 0.07%
17,014
+1,501
298
$348K 0.07%
13,143
+4,015
299
$347K 0.07%
+11,254
300
$346K 0.07%
6,180
+1,720
10 11
12
13 14