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
476
$57 0.03%
616
+133
477
$56 0.03%
2,814
+600
478
$56 0.03%
4,644
+492
479
$55 0.03%
544
-264
480
$55 0.03%
7,258
481
$55 0.03%
15,529
+14,080
482
$55 0.03%
5,011
+315
483
$55 0.03%
182
484
$54 0.03%
243
485
$54 0.03%
76
486
$53 0.03%
131
487
$53 0.03%
24
488
$53 0.03%
+654
489
$53 0.03%
401
-214
490
$52 0.03%
1,856
+1
491
$52 0.03%
52
492
$52 0.03%
20,171
+10,298
493
$52 0.03%
198
494
$51 0.02%
+6,261
495
$51 0.02%
2,170
+179
496
$51 0.02%
13,607
+3,816
497
$51 0.02%
1,350
+350
498
$51 0.02%
16
499
$51 0.02%
186
-90
500
$51 0.02%
657
-158
18 19
20
21 22