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
826
$17 0.01%
1,426
827
$17 0.01%
90
828
$17 0.01%
3,330
829
$17 0.01%
12
830
$17 0.01%
44
831
$16 0.01%
1,102
832
$16 0.01%
+500
833
$16 0.01%
+90
834
$16 0.01%
+2,085
835
$16 0.01%
2,719
+2,663
836
$16 0.01%
198
837
$16 0.01%
19
838
$16 0.01%
+500
839
$16 0.01%
+5,456
840
$16 0.01%
135
841
$16 0.01%
+1,988
842
$16 0.01%
157
-467
843
$16 0.01%
253
-73
844
$16 0.01%
149
845
$16 0.01%
+700
846
$15 0.01%
2,062
847
$15 0.01%
112
848
$15 0.01%
535
+160
849
$15 0.01%
100
850
$15 0.01%
+1,122
32 33
34
35 36