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
501
$51 0.02%
3,289
+862
502
$51 0.02%
960
+904
503
$51 0.02%
27
504
$50 0.02%
261,264
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505
$49 0.02%
3,023
-148
506
$49 0.02%
401
507
$49 0.02%
29
-153
508
$49 0.02%
386
+226
509
$49 0.02%
59
510
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15,157
-434
511
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283
512
$48 0.02%
252
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513
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+1,100
514
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407
515
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516
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+9,960
517
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1,757
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518
$47 0.02%
1,149
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519
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520
$47 0.02%
13,498
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521
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522
$46 0.02%
298
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523
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1,356
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524
$46 0.02%
28
-71
525
$46 0.02%
208
19 20
21
22 23