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
351
$271K 0.05%
11,018
-15,847
352
$270K 0.05%
6,921
-2,498
353
$269K 0.05%
+8,241
354
$269K 0.05%
11,053
-974
355
$268K 0.05%
20,832
-1,032
356
$268K 0.05%
8,166
+659
357
$267K 0.05%
5,562
358
$266K 0.05%
+8,202
359
$266K 0.05%
10,894
+1,087
360
$265K 0.05%
3,830
-198
361
$264K 0.05%
5,679
-304
362
$263K 0.05%
1,574
-184
363
$262K 0.05%
9,601
+2,521
364
$262K 0.05%
6,081
+259
365
$261K 0.05%
2,734
+755
366
$261K 0.05%
3,030
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367
$261K 0.05%
3,900
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368
$261K 0.05%
5,133
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369
$258K 0.05%
+5,363
370
$255K 0.05%
4,253
+180
371
$254K 0.05%
+19,312
372
$253K 0.05%
3,847
+47
373
$252K 0.05%
+14,376
374
$251K 0.05%
27,530
-950
375
$250K 0.05%
+14,453
13 14
15
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