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
376
$250K 0.05%
+4,326
377
$250K 0.05%
+12,786
378
$249K 0.05%
4,635
+150
379
$248K 0.05%
9,816
+617
380
$245K 0.05%
4,874
-807
381
$243K 0.05%
7,680
-3,328
382
$243K 0.05%
4,488
+122
383
$243K 0.05%
2,541
+400
384
$242K 0.05%
+11,474
385
$240K 0.05%
14,365
+105
386
$239K 0.05%
5,972
+1,093
387
$239K 0.05%
+4,092
388
$237K 0.05%
8,371
-4
389
$237K 0.05%
4,199
-530
390
$236K 0.05%
4,671
-183
391
$235K 0.05%
+9,541
392
$233K 0.04%
1,560
-185
393
$231K 0.04%
7,055
-354
394
$230K 0.04%
8,666
+2,881
395
$229K 0.04%
9,400
396
$228K 0.04%
4,616
+1
397
$226K 0.04%
+7,875
398
$223K 0.04%
6,182
-1,757
399
$221K 0.04%
4,929
+711
400
$220K 0.04%
+5,859
14 15
16
17 18