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
1451
$0 ﹤0.01%
490
+1
1452
$0 ﹤0.01%
+100
1453
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-126
1454
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-300
1455
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1456
$0 ﹤0.01%
56
1457
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-105
1458
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-50
1459
$0 ﹤0.01%
8,295
+675
1460
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-824
1461
$0 ﹤0.01%
2,659
-89
1462
$0 ﹤0.01%
18
1463
– –
-67
1464
$0 ﹤0.01%
1,656
+259
1465
$0 ﹤0.01%
687
+365
1466
– –
-75
1467
$0 ﹤0.01%
15,093
+3,203
1468
– –
-39
1469
– –
-91
1470
$0 ﹤0.01%
14,404
+3,716
1471
$0 ﹤0.01%
2,354
+89
1472
– –
-230
1473
$0 ﹤0.01%
2,624
+43
1474
$0 ﹤0.01%
342
1475
$0 ﹤0.01%
10,291
+1,168
57 58
59
60 61