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
951
$11 0.01%
+462
952
$11 0.01%
1,320
+163
953
$11 0.01%
68
954
$11 0.01%
253
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955
$11 0.01%
35
956
$11 0.01%
+8,036
957
$11 0.01%
+310
958
$11 0.01%
100
959
$11 0.01%
667
960
$11 0.01%
52
961
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+13
962
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439
-981
963
$11 0.01%
500
964
$11 0.01%
4,395
+257
965
$10 ﹤0.01%
24
966
$10 ﹤0.01%
5,981
+2,104
967
$10 ﹤0.01%
+500
968
$10 ﹤0.01%
24
969
$10 ﹤0.01%
4
970
$10 ﹤0.01%
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971
$10 ﹤0.01%
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972
$10 ﹤0.01%
247
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973
$10 ﹤0.01%
27
974
$10 ﹤0.01%
50
975
$10 ﹤0.01%
2,927
+705
37 38
39
40 41