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
951
$11 0.01%
13
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952
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+310
953
$11 0.01%
100
954
$11 0.01%
667
955
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52
956
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10
957
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35
958
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+8,036
959
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+13
960
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439
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961
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500
962
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4,395
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963
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68
964
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253
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965
$10 ﹤0.01%
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967
$10 ﹤0.01%
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968
$10 ﹤0.01%
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969
$10 ﹤0.01%
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$10 ﹤0.01%
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$10 ﹤0.01%
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$10 ﹤0.01%
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$10 ﹤0.01%
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974
$10 ﹤0.01%
524
-135
975
$10 ﹤0.01%
114
37 38
39
40 41