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
426
$203K 0.04%
15,333
-4,546
427
$203K 0.04%
+11,008
428
$202K 0.04%
6,292
-452
429
$202K 0.04%
6,295
+635
430
$199K 0.04%
13,700
+2,439
431
$193K 0.04%
20,804
-7,162
432
$191K 0.04%
10,480
-211
433
$184K 0.04%
+14,880
434
$184K 0.04%
+10,080
435
$181K 0.03%
+15,174
436
$178K 0.03%
23,325
+6,100
437
$167K 0.03%
+3,244
438
$166K 0.03%
+21,430
439
$160K 0.03%
15,494
-5
440
$156K 0.03%
+12,586
441
$152K 0.03%
+13,280
442
$147K 0.03%
+14,283
443
$143K 0.03%
+7,648
444
$141K 0.03%
10,322
+2,280
445
$140K 0.03%
+10,146
446
$137K 0.03%
+19,755
447
$126K 0.02%
+2,879
448
$120K 0.02%
+11,341
449
$117K 0.02%
+11,535
450
$115K 0.02%
+18,715
16 17
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