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
401
$219K 0.04%
+12,750
402
$219K 0.04%
+6,090
403
$217K 0.04%
17,280
+1,400
404
$217K 0.04%
+4,123
405
$217K 0.04%
2,503
+27
406
$217K 0.04%
8,364
-200
407
$215K 0.04%
2,590
-2,111
408
$213K 0.04%
+1,823
409
$213K 0.04%
+2,587
410
$212K 0.04%
+1,460
411
$212K 0.04%
+15,626
412
$212K 0.04%
5,060
+1,420
413
$212K 0.04%
1,514
+10
414
$209K 0.04%
2,282
+111
415
$208K 0.04%
+3,837
416
$208K 0.04%
3,538
+444
417
$208K 0.04%
+9,135
418
$207K 0.04%
+7,830
419
$206K 0.04%
+7,727
420
$206K 0.04%
6,023
-19,910
421
$206K 0.04%
8,246
-1,548
422
$206K 0.04%
+6,655
423
$205K 0.04%
19,750
+4,150
424
$204K 0.04%
+6,098
425
$203K 0.04%
+1,569
15 16
17
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