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
426
$69 0.03%
86
-35
427
$69 0.03%
393
-1,942
428
$69 0.03%
962
-125
429
$68 0.03%
144
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430
$68 0.03%
314
431
$68 0.03%
+1,100
432
$68 0.03%
895
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433
$68 0.03%
664
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434
$67 0.03%
3,606
435
$67 0.03%
349
436
$67 0.03%
15,024
-4,231
437
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350
438
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868
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439
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425
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440
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1,859
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441
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885
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442
$66 0.03%
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443
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444
$66 0.03%
171
445
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446
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+2,125
447
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448
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1,744
+1,072
449
$65 0.03%
58
450
$65 0.03%
8,571
+2,435
16 17
18
19 20