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 Industrials 9.24%
2 Technology 8.94%
3 Financials 8.04%
4 Healthcare 7.13%
5 Energy 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$13 0.01%
55
-50
877
$13 0.01%
3,547
+1,561
878
$13 0.01%
371
-57
879
$13 0.01%
1,065
-67
880
$13 0.01%
2,492
881
$13 0.01%
2,181
+1,040
882
$13 0.01%
16,955
+1,711
883
$13 0.01%
+263
884
$13 0.01%
154,979
+5,712
885
$13 0.01%
1,500
-500
886
$13 0.01%
356
887
$13 0.01%
197
888
$13 0.01%
525
889
$13 0.01%
3,678
+2,294
890
$13 0.01%
1,160
+296
891
$13 0.01%
518
+173
892
$13 0.01%
+455
893
$13 0.01%
1,376
894
$13 0.01%
2,433
-339
895
$13 0.01%
707
-96
896
$13 0.01%
+2,000
897
$13 0.01%
136
+78
898
$13 0.01%
707
-163
899
$13 0.01%
2,800
+1,000
900
$13 0.01%
2,098
34 35
36
37 38