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
601
$36 0.02%
2,170
+16
602
$36 0.02%
+16
603
$36 0.02%
+12,435
604
$36 0.02%
876
605
$36 0.02%
195
606
$36 0.02%
500
+100
607
$36 0.02%
215
608
$36 0.02%
38,405
+23,678
609
$36 0.02%
256
+122
610
$35 0.02%
1,048
611
$35 0.02%
282
612
$35 0.02%
484
-16
613
$35 0.02%
660
614
$35 0.02%
153
+108
615
$35 0.02%
+226
616
$35 0.02%
735
617
$35 0.02%
3,622
+1,356
618
$35 0.02%
16
619
$35 0.02%
31
620
$35 0.02%
518
+468
621
$35 0.02%
3,846
+3,014
622
$34 0.02%
2,778
+598
623
$34 0.02%
23
624
$34 0.02%
29
625
$34 0.02%
7,712
+7,010
23 24
25
26 27