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
976
$10 ﹤0.01%
35
977
$10 ﹤0.01%
2,642
+352
978
$10 ﹤0.01%
12
979
$10 ﹤0.01%
524
-135
980
$10 ﹤0.01%
114
981
$10 ﹤0.01%
28,986
-2,051
982
$10 ﹤0.01%
1,457
983
$10 ﹤0.01%
+853
984
$10 ﹤0.01%
6,889
-457
985
$10 ﹤0.01%
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986
$10 ﹤0.01%
105
987
$10 ﹤0.01%
1,980
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988
$10 ﹤0.01%
577
989
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6,579
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990
$9 ﹤0.01%
139
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$9 ﹤0.01%
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996
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26
997
$9 ﹤0.01%
347
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998
$9 ﹤0.01%
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-123
999
$9 ﹤0.01%
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1000
$9 ﹤0.01%
3,045
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38 39
40
41 42