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
1101
$5 ﹤0.01%
51
1102
$5 ﹤0.01%
2,632
+2,057
1103
$5 ﹤0.01%
22
1104
$5 ﹤0.01%
80
1105
$5 ﹤0.01%
+506
1106
$5 ﹤0.01%
14,459
+541
1107
$5 ﹤0.01%
3
1108
$5 ﹤0.01%
230
1109
$5 ﹤0.01%
47
1110
$5 ﹤0.01%
84
1111
$5 ﹤0.01%
542
+325
1112
$5 ﹤0.01%
49
1113
$5 ﹤0.01%
822
-136
1114
$5 ﹤0.01%
116,930
+103,910
1115
$5 ﹤0.01%
2,270
-355
1116
$5 ﹤0.01%
27
1117
$5 ﹤0.01%
+42
1118
$5 ﹤0.01%
49
1119
$5 ﹤0.01%
+5,235
1120
$4 ﹤0.01%
+1,260
1121
$4 ﹤0.01%
3,515
+1,101
1122
$4 ﹤0.01%
1,014
-3
1123
$4 ﹤0.01%
151
+70
1124
$4 ﹤0.01%
37,440
+4,880
1125
$4 ﹤0.01%
8,732
+664
43 44
45
46 47