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
401
$76 0.04%
365
402
$75 0.04%
29
403
$75 0.04%
9
404
$75 0.04%
56
405
$74 0.04%
16
406
$74 0.04%
+250
407
$74 0.04%
17
408
$74 0.04%
591
+10
409
$74 0.04%
401
+110
410
$73 0.04%
67
+44
411
$73 0.04%
231
412
$73 0.04%
498
413
$73 0.04%
416
414
$73 0.04%
320
415
$72 0.03%
+5,110
416
$72 0.03%
+2,442
417
$72 0.03%
10,192
418
$72 0.03%
14
419
$71 0.03%
2,256
420
$71 0.03%
11,460
+515
421
$71 0.03%
212
422
$71 0.03%
16,685
-817
423
$70 0.03%
+190
424
$70 0.03%
33
425
$70 0.03%
1,000
15 16
17
18 19