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
1476
– –
-75
1477
$0 ﹤0.01%
15,093
+3,203
1478
$0 ﹤0.01%
22
-1
1479
– –
-400
1480
$0 ﹤0.01%
550
+60
1481
$0 ﹤0.01%
3,568
-510
1482
$0 ﹤0.01%
1,421
+70
1483
– –
-894
1484
$0 ﹤0.01%
15
1485
– –
-185
1486
$0 ﹤0.01%
69
1487
– –
-1,091
1488
– –
-434
1489
$0 ﹤0.01%
35
1490
– –
-136
1491
– –
-6
1492
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-122
1493
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-40
1494
– –
-106
1495
$0 ﹤0.01%
+260
1496
– –
0
1497
$0 ﹤0.01%
5
-12
1498
– –
-3
1499
$0 ﹤0.01%
2,198
+304
1500
– –
-285
57 58 59
60
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