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
101
$494 0.24%
473
-110
102
$494 0.24%
1,898
+1,782
103
$489 0.24%
4,458
104
– –
0
105
$471 0.23%
200
-210
106
$471 0.23%
742
-51
107
$466 0.23%
35,634
-859
108
$464 0.22%
100
109
$463 0.22%
10
110
$457 0.22%
1,875
-74
111
$456 0.22%
50
112
$448 0.22%
431
+170
113
$446 0.22%
141
114
$446 0.22%
+4,000
115
$439 0.21%
7,730
+4,982
116
$435 0.21%
440
117
$429 0.21%
19,185
118
$428 0.21%
383
-816
119
$425 0.21%
16,491
+3,999
120
$421 0.2%
20,783
+4,849
121
$418 0.2%
107
122
$415 0.2%
29,103
+7,221
123
$414 0.2%
+556
124
$412 0.2%
9,662
-12,068
125
$410 0.2%
6
3 4
5
6 7