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
276
$154 0.07%
591
+200
277
$154 0.07%
1,368
+110
278
$154 0.07%
2,383
+947
279
$153 0.07%
+250
280
$152 0.07%
15,377
+3,923
281
$149 0.07%
4,877
+901
282
$148 0.07%
3,344
+1,351
283
$146 0.07%
758
+220
284
$143 0.07%
39
285
$142 0.07%
571
-953
286
$141 0.07%
713
287
$140 0.07%
+469
288
$136 0.07%
96
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289
$135 0.07%
+600
290
$135 0.07%
6,946
+2,199
291
$134 0.06%
150
292
$134 0.06%
2,030
293
$133 0.06%
+15,696
294
$131 0.06%
642
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295
$131 0.06%
11,173
-1,814
296
$130 0.06%
17
297
$130 0.06%
117
298
$128 0.06%
+849
299
$126 0.06%
2,387
+2,000
300
$126 0.06%
456
+302
10 11
12
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