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
$206K
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,514
New
Increased
Reduced
Closed

Top Buys

1
+$3.29K
2
+$2.79K
3
+$2.63K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$2.48K
5
TCP
TC Pipelines LP
TCP
+$1.72K

Top Sells

1
+$170K
2
+$86K
3
+$61K
4
TRGP icon
Targa Resources
TRGP
+$52K
5
SWC
Stillwater Mining Co
SWC
+$42K

Sector Composition

1 Technology 9.45%
2 Industrials 8.74%
3 Financials 7.99%
4 Healthcare 7.18%
5 Energy 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$200 0.1%
100
227
$199 0.1%
35
-30
228
$198 0.1%
407
+3
229
$198 0.1%
2
230
$196 0.09%
4,568
+1,147
231
$196 0.09%
50
232
$196 0.09%
66
233
$194 0.09%
+303
234
$193 0.09%
26
235
$190 0.09%
+56
236
$189 0.09%
5,317
-132
237
$188 0.09%
465
238
$188 0.09%
26,145
-2,205
239
$188 0.09%
1,247
240
$186 0.09%
248
241
$186 0.09%
15,957
+119
242
$183 0.09%
55
243
$183 0.09%
+2,318
244
$183 0.09%
8,898
+6,098
245
$179 0.09%
36
246
$179 0.09%
4,665
+3
247
$179 0.09%
2,444
-529
248
$177 0.09%
56
249
$176 0.09%
1,833
-125
250
$175 0.08%
49
8 9
10
11 12