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
176
$298 0.14%
1,522
+120
177
$297 0.14%
242
178
$295 0.14%
+160
179
$294 0.14%
3,120
+12
180
$293 0.14%
11,545
+772
181
$292 0.14%
18,338
+15
182
$291 0.14%
+1,307
183
$290 0.14%
291
-107
184
$289 0.14%
636
+13
185
$286 0.14%
935
+805
186
$283 0.14%
5,864
+1,700
187
$281 0.14%
4,077
-763
188
$281 0.14%
71
189
$280 0.14%
2,574
+950
190
$280 0.14%
20,434
+15,278
191
$273 0.13%
25
192
$270 0.13%
12,526
+8,754
193
$269 0.13%
1,749
+415
194
$269 0.13%
46
195
$263 0.13%
+1,644
196
$256 0.12%
290
+190
197
$255 0.12%
11,896
+225
198
$254 0.12%
5,529
+183
199
$249 0.12%
2,450
+250
200
$249 0.12%
+1,000
6 7
8
9 10