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
651
$31 0.02%
+201
652
$31 0.02%
36
653
$31 0.02%
1,400
654
$31 0.02%
55
655
$31 0.02%
+1,141
656
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657
$30 0.01%
2,479
-240
658
$30 0.01%
47
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659
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47
660
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400
661
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+133
662
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13,292
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663
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664
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630
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665
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666
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260
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668
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669
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$29 0.01%
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671
$29 0.01%
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672
$28 0.01%
510
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673
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70
674
$28 0.01%
369
675
$28 0.01%
14
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25 26
27
28 29