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
26
$1.38K 0.67%
24
27
$1.29K 0.62%
64
28
$1.27K 0.61%
+575
29
$1.23K 0.6%
+545
30
$1.19K 0.58%
353
-609
31
$1.18K 0.57%
210
32
$1.17K 0.57%
16,348
-343
33
$1.15K 0.56%
+289
34
$1.11K 0.54%
5,448
+3,165
35
$1.1K 0.53%
837
36
$1.1K 0.53%
113
+98
37
$1.1K 0.53%
5,356
+5,340
38
$1.09K 0.53%
+22
39
$1.08K 0.52%
195
-208
40
$1.08K 0.52%
2,378
+2,003
41
$1.06K 0.51%
8,466
+76
42
$1.06K 0.51%
2,623
-153
43
$1.06K 0.51%
+1,100
44
$1.05K 0.51%
52
45
$1.04K 0.51%
+2,665
46
$1.04K 0.5%
+735
47
$1.03K 0.5%
486
+190
48
$1.02K 0.49%
984
+400
49
$1.02K 0.49%
4,215
+131
50
$995 0.48%
+136
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