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
1076
$6 ﹤0.01%
6,420
+448
1077
$6 ﹤0.01%
119
-75
1078
$6 ﹤0.01%
90
1079
$6 ﹤0.01%
+72
1080
$6 ﹤0.01%
2,000
1081
$6 ﹤0.01%
+325
1082
$6 ﹤0.01%
1,000
1083
$6 ﹤0.01%
302
-106
1084
$6 ﹤0.01%
275
-450
1085
$6 ﹤0.01%
675
1086
$6 ﹤0.01%
292
1087
$5 ﹤0.01%
182
1088
$5 ﹤0.01%
14,459
+541
1089
$5 ﹤0.01%
3
1090
$5 ﹤0.01%
230
1091
$5 ﹤0.01%
47
1092
$5 ﹤0.01%
84
1093
$5 ﹤0.01%
80
1094
$5 ﹤0.01%
2,632
+2,057
1095
$5 ﹤0.01%
22
1096
$5 ﹤0.01%
1,048
+287
1097
$5 ﹤0.01%
1,469
1098
$5 ﹤0.01%
+783
1099
$5 ﹤0.01%
125
-176
1100
$5 ﹤0.01%
178
42 43
44
45 46