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
1451
$0 ﹤0.01%
6,055
+2,442
1452
– –
-122
1453
– –
-50
1454
$0 ﹤0.01%
+150
1455
$0 ﹤0.01%
28
1456
– –
-156
1457
$0 ﹤0.01%
459
1458
– –
-19
1459
$0 ﹤0.01%
6,845
-688
1460
– –
-118
1461
– –
-1,125
1462
– –
-200
1463
– –
-70
1464
$0 ﹤0.01%
56
1465
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-75
1466
$0 ﹤0.01%
2,007
-1,488
1467
– –
-105
1468
– –
-50
1469
$0 ﹤0.01%
8,295
+675
1470
– –
-824
1471
$0 ﹤0.01%
2,659
-89
1472
$0 ﹤0.01%
18
1473
– –
-67
1474
$0 ﹤0.01%
1,656
+259
1475
$0 ﹤0.01%
687
+365
57 58
59
60 61