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
151
$335 0.16%
808
+400
152
$334 0.16%
1,950
+200
153
$333 0.16%
15,206
+3,463
154
$333 0.16%
425
155
$332 0.16%
2,350
+500
156
$331 0.16%
85
157
$325 0.16%
356
-55
158
$324 0.16%
+1,806
159
$322 0.16%
1,247
160
$318 0.15%
16
161
$315 0.15%
2,277
+738
162
$315 0.15%
6,600
-334
163
$313 0.15%
25
164
$313 0.15%
4,300
+264
165
$312 0.15%
21,256
+12,376
166
$311 0.15%
580
+101
167
$310 0.15%
+2,169
168
$309 0.15%
2,044
169
$309 0.15%
202
+140
170
$307 0.15%
112
-336
171
$304 0.15%
+206
172
$304 0.15%
11,993
+1,027
173
$303 0.15%
+2,136
174
$302 0.15%
1,660
+1,631
175
$300 0.15%
1,386
5 6
7
8 9