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
1401
$1 ﹤0.01%
4,396
-137
1402
$1 ﹤0.01%
1,877
+1
1403
$0 ﹤0.01%
3
1404
– –
-169
1405
$0 ﹤0.01%
+500
1406
$0 ﹤0.01%
6,055
+2,442
1407
– –
-122
1408
– –
-50
1409
$0 ﹤0.01%
+150
1410
$0 ﹤0.01%
28
1411
– –
-156
1412
$0 ﹤0.01%
459
1413
– –
-19
1414
$0 ﹤0.01%
6,845
-688
1415
– –
-118
1416
– –
-1,125
1417
– –
-200
1418
– –
-70
1419
$0 ﹤0.01%
400
1420
– –
-192
1421
– –
-1,087
1422
– –
-358
1423
– –
-225
1424
– –
-141
1425
– –
0
55 56
57
58 59