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
201
$243 0.12%
2,231
-8
202
$241 0.12%
+653
203
$239 0.12%
+31
204
$233 0.11%
163
205
$232 0.11%
1,116
+436
206
$230 0.11%
316
-86
207
$227 0.11%
5,454
208
$226 0.11%
35
209
$224 0.11%
20,787
-1,906
210
$223 0.11%
2,689
211
$223 0.11%
166
+24
212
$221 0.11%
592
-200
213
$221 0.11%
4,069
+634
214
$217 0.11%
12,194
+914
215
$217 0.11%
1,889
+4
216
$216 0.1%
1,436
+2
217
$211 0.1%
217
-39
218
$211 0.1%
731
+5
219
$207 0.1%
909
-16
220
$205 0.1%
32
221
$204 0.1%
264
+77
222
$203 0.1%
8
223
$202 0.1%
+570
224
$200 0.1%
118
225
$200 0.1%
582
+175
7 8
9
10 11