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
926
$12 0.01%
+280
927
$12 0.01%
267
-2,000
928
$12 0.01%
267
-247
929
$12 0.01%
128
930
$12 0.01%
1,187
-1,589
931
$12 0.01%
735
+3
932
$12 0.01%
746
933
$12 0.01%
460
934
$12 0.01%
+750
935
$12 0.01%
217
+120
936
$11 0.01%
234
937
$11 0.01%
76
+1
938
$11 0.01%
6,318
+420
939
$11 0.01%
724
+513
940
$11 0.01%
+1,100
941
$11 0.01%
1,025
+813
942
$11 0.01%
3,750
+1,026
943
$11 0.01%
1,167
-14
944
$11 0.01%
3,026
+1,970
945
$11 0.01%
945
-1,619
946
$11 0.01%
+462
947
$11 0.01%
1,320
+163
948
$11 0.01%
47
949
$11 0.01%
107
950
$11 0.01%
1,480
-310
36 37
38
39 40