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
301
$124 0.06%
+150
302
$122 0.06%
+2,500
303
$122 0.06%
11
304
$122 0.06%
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305
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116
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306
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+406
307
$118 0.06%
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308
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59
309
$117 0.06%
24
310
$116 0.06%
811
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311
$116 0.06%
1
312
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345
-45
313
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314
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311
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315
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-27
316
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317
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526
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318
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319
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150
320
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110
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7,259
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322
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650
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323
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285
324
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656
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325
$107 0.05%
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11 12
13
14 15