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
701
$26 0.01%
7,590
+5,990
702
$26 0.01%
2,164
+1,900
703
$26 0.01%
262
704
$26 0.01%
6,365
705
$26 0.01%
19
706
$26 0.01%
4,388
+131
707
$25 0.01%
6,122
+766
708
$25 0.01%
744
+572
709
$25 0.01%
330
710
$25 0.01%
49
711
$25 0.01%
206
-587
712
$25 0.01%
880
-160
713
$25 0.01%
2,298
+50
714
$25 0.01%
1,000
-580
715
$25 0.01%
579
+290
716
$25 0.01%
+1,750
717
$25 0.01%
323
+29
718
$25 0.01%
361
-332
719
$25 0.01%
100
720
$25 0.01%
3,720
+870
721
$25 0.01%
77
722
$25 0.01%
+31,619
723
$25 0.01%
259
+3
724
$24 0.01%
+837
725
$24 0.01%
4,751
+2,913
27 28
29
30 31