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 Industrials 9.24%
2 Technology 8.94%
3 Financials 8.04%
4 Healthcare 7.13%
5 Energy 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$64 0.03%
3,312
+2,160
452
$64 0.03%
262
453
$63 0.03%
1,492
+453
454
$63 0.03%
165
455
$63 0.03%
968
456
$62 0.03%
2,682
+37
457
$62 0.03%
2,258
+1,702
458
$62 0.03%
1,066
+974
459
$62 0.03%
2
460
$62 0.03%
718
+675
461
$61 0.03%
2,500
462
$61 0.03%
250
463
$61 0.03%
19,159
+12,589
464
$61 0.03%
657
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465
$60 0.03%
201
466
$60 0.03%
443
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467
$60 0.03%
356
468
$60 0.03%
6,630
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469
$60 0.03%
1,069
+158
470
$59 0.03%
200
471
$59 0.03%
4,488
+2,546
472
$59 0.03%
216
+198
473
$59 0.03%
12
474
$59 0.03%
551
475
$58 0.03%
151
17 18
19
20 21