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
126
$406 0.2%
812
127
$405 0.2%
12,488
+2,319
128
$404 0.2%
5,489
+1,076
129
$403 0.2%
139
-100
130
$403 0.2%
854
131
$402 0.19%
1,369
+445
132
$399 0.19%
10
133
$390 0.19%
1,014
-150
134
$386 0.19%
10
135
$385 0.19%
+550
136
$382 0.19%
1,049
137
$379 0.18%
4,809
-575
138
$379 0.18%
2,400
-858
139
$376 0.18%
2,770
+1,523
140
$376 0.18%
72,358
+862
141
$375 0.18%
359
142
$374 0.18%
223
-44
143
$373 0.18%
8,642
+1,210
144
$368 0.18%
1,742
+206
145
$362 0.18%
300
146
$356 0.17%
19,688
+4,066
147
$349 0.17%
7,545
+4,092
148
$347 0.17%
121
-495
149
$339 0.16%
550
-203
150
$338 0.16%
58
4 5
6
7 8