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
1026
$8 ﹤0.01%
698
1027
$8 ﹤0.01%
8,013
-333
1028
$8 ﹤0.01%
2,565
+1,065
1029
$8 ﹤0.01%
2,451
+337
1030
$7 ﹤0.01%
60
1031
$7 ﹤0.01%
600
1032
$7 ﹤0.01%
920
1033
$7 ﹤0.01%
989
-222
1034
$7 ﹤0.01%
7,133
+2,716
1035
$7 ﹤0.01%
378
1036
$7 ﹤0.01%
27
-76
1037
$7 ﹤0.01%
1,206
+2
1038
$7 ﹤0.01%
2,462
+353
1039
$7 ﹤0.01%
9,649
-128
1040
$7 ﹤0.01%
+600
1041
$7 ﹤0.01%
32
1042
$7 ﹤0.01%
1,066
+142
1043
$7 ﹤0.01%
124
-50
1044
$7 ﹤0.01%
+600
1045
$7 ﹤0.01%
115
+1
1046
$7 ﹤0.01%
307
1047
$7 ﹤0.01%
775
+197
1048
$7 ﹤0.01%
643
-44
1049
$7 ﹤0.01%
40
1050
$7 ﹤0.01%
125
40 41
42
43 44