IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Return
15.77%
This Quarter Return
+2.23%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$206K
AUM Growth
-$150M
(-100%)
Cap. Flow
-$830K
Cap. Flow
% of AUM
-402.19%
Top 10 Holdings %
Top 10 Hldgs %
17.29%
Holding
1,514
New
213
Increased
476
Reduced
237
Closed
67
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.29K |
| 2 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$2.8K |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$2.63K |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$2.48K |
| 5 |
TCP
TC Pipelines LP
TCP
|
+$1.72K |
Top Sells
| 1 |
American Eagle Outfitters
AEO
|
+$170K |
| 2 |
YHOO
Yahoo Inc
YHOO
|
+$86K |
| 3 |
WWAV
The WhiteWave Foods Company
WWAV
|
+$61K |
| 4 |
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% |
