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
1401
$1 ﹤0.01%
13
1402
$1 ﹤0.01%
+3
1403
$0 ﹤0.01%
400
1404
– –
-39
1405
$0 ﹤0.01%
490
+1
1406
$0 ﹤0.01%
+100
1407
– –
-126
1408
– –
-300
1409
– –
-504
1410
– –
-91
1411
$0 ﹤0.01%
14,404
+3,716
1412
$0 ﹤0.01%
2,354
+89
1413
– –
-230
1414
$0 ﹤0.01%
2,624
+43
1415
$0 ﹤0.01%
342
1416
$0 ﹤0.01%
10,291
+1,168
1417
$0 ﹤0.01%
180
1418
– –
-200
1419
– –
-285
1420
$0 ﹤0.01%
951
+291
1421
– –
-33
1422
– –
-136
1423
– –
-256
1424
– –
-200
1425
$0 ﹤0.01%
+803
55 56
57
58 59