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
576
$39 0.02%
170
-50
577
$39 0.02%
2,509
+536
578
$39 0.02%
424
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579
$39 0.02%
45
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580
$38 0.02%
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-178
581
$38 0.02%
823
582
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583
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584
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1,803
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585
$38 0.02%
1,460
+469
586
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20
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587
$38 0.02%
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588
$37 0.02%
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589
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590
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591
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592
$37 0.02%
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593
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595
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597
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598
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195
599
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500
+100
600
$36 0.02%
215
22 23
24
25 26