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
901
$13 0.01%
+2,000
902
$13 0.01%
136
+78
903
$13 0.01%
707
-163
904
$13 0.01%
2,800
+1,000
905
$13 0.01%
2,098
906
$12 0.01%
+250
907
$12 0.01%
2,962
+233
908
$12 0.01%
40
909
$12 0.01%
36
910
$12 0.01%
40
911
$12 0.01%
61,889
+20,294
912
$12 0.01%
3,125
+1,352
913
$12 0.01%
1,300
+800
914
$12 0.01%
520
+36
915
$12 0.01%
1,016
-66
916
$12 0.01%
+437
917
$12 0.01%
+800
918
$12 0.01%
18
-1,284
919
$12 0.01%
+750
920
$12 0.01%
38
921
$12 0.01%
90
+16
922
$12 0.01%
6
-479
923
$12 0.01%
462
+420
924
$12 0.01%
290
+250
925
$12 0.01%
+100
35 36
37
38 39