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
76
$674 0.33%
6,498
+1,353
77
$659 0.32%
1,473
+88
78
$650 0.31%
1,383
+292
79
$650 0.31%
28,361
-2,738
80
$649 0.31%
1,214
-837
81
$624 0.3%
+7,560
82
$617 0.3%
1,868
+15
83
$595 0.29%
900
84
$592 0.29%
+2,000
85
$579 0.28%
2,000
86
$577 0.28%
125
87
$570 0.28%
475
-19
88
$565 0.27%
3,973
-215
89
$556 0.27%
187
90
$554 0.27%
+10,158
91
$553 0.27%
50
92
$549 0.27%
4,345
93
$548 0.27%
262
94
$545 0.26%
53
95
$541 0.26%
11
96
$536 0.26%
66
97
$532 0.26%
3,202
98
$521 0.25%
1,500
99
$511 0.25%
1,881
-363
100
$508 0.25%
35
2 3
4
5 6