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
51
$984 0.48%
18
52
$975 0.47%
1,197
53
$973 0.47%
148
+140
54
$959 0.46%
3,149
55
$924 0.45%
998
56
$862 0.42%
11,674
+1,573
57
$843 0.41%
1,758
+375
58
$835 0.4%
2,314
+369
59
$831 0.4%
+299
60
$790 0.38%
800
61
$786 0.38%
173
62
$779 0.38%
254
-100
63
$779 0.38%
3,343
+886
64
$766 0.37%
22,580
+5,961
65
$759 0.37%
100
66
$757 0.37%
50
67
$749 0.36%
26,638
+16,172
68
$733 0.36%
205
69
$723 0.35%
17,208
+4,632
70
$716 0.35%
178
-57
71
$714 0.35%
1,639
+1,239
72
$713 0.35%
+8
73
$712 0.34%
+7
74
$705 0.34%
15
75
$675 0.33%
141
+100
1 2
3
4 5