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
976
$10 ﹤0.01%
5,981
+2,104
977
$10 ﹤0.01%
28,986
-2,051
978
$10 ﹤0.01%
1,457
979
$10 ﹤0.01%
+853
980
$10 ﹤0.01%
6,889
-457
981
$10 ﹤0.01%
24
982
$10 ﹤0.01%
4
983
$10 ﹤0.01%
338
-267
984
$10 ﹤0.01%
670
985
$10 ﹤0.01%
247
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986
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27
987
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50
988
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2,927
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989
$10 ﹤0.01%
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990
$9 ﹤0.01%
139
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998
$9 ﹤0.01%
24
999
$9 ﹤0.01%
+3,770
1000
$9 ﹤0.01%
442
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38 39
40
41 42