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
1001
$9 ﹤0.01%
19,320
-430
1002
$9 ﹤0.01%
24
1003
$9 ﹤0.01%
+3,770
1004
$9 ﹤0.01%
442
+1
1005
$9 ﹤0.01%
330
-203
1006
$9 ﹤0.01%
7,000
+5,000
1007
$9 ﹤0.01%
357
1008
$8 ﹤0.01%
41
1009
$8 ﹤0.01%
189
-381
1010
$8 ﹤0.01%
426
+8
1011
$8 ﹤0.01%
7,841
-28,154
1012
$8 ﹤0.01%
265
-50
1013
$8 ﹤0.01%
+1,279
1014
$8 ﹤0.01%
4,497
+4,006
1015
$8 ﹤0.01%
1,838
+60
1016
$8 ﹤0.01%
698
1017
$8 ﹤0.01%
8,013
-333
1018
$8 ﹤0.01%
2,565
+1,065
1019
$8 ﹤0.01%
1,534
+241
1020
$8 ﹤0.01%
220
1021
$8 ﹤0.01%
7,863
+6,930
1022
$8 ﹤0.01%
587
+451
1023
$8 ﹤0.01%
1,277
+535
1024
$8 ﹤0.01%
+249
1025
$8 ﹤0.01%
243
39 40
41
42 43