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
1051
$6 ﹤0.01%
180
1052
$6 ﹤0.01%
56
1053
$6 ﹤0.01%
80
1054
$6 ﹤0.01%
3,473
1055
$6 ﹤0.01%
150
1056
$6 ﹤0.01%
356
1057
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117
1058
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4,501
+531
1059
$6 ﹤0.01%
80
1060
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125
1061
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900
1062
$6 ﹤0.01%
3,622
+2,622
1063
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810
-1,070
1064
$6 ﹤0.01%
90
1065
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+72
1066
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2,000
1067
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+325
1068
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1,000
1069
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302
-106
1070
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275
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1071
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675
1072
$6 ﹤0.01%
292
1073
$6 ﹤0.01%
5,680
-80
1074
$6 ﹤0.01%
+1,120
1075
$6 ﹤0.01%
232
-272
41 42
43
44 45