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
1101
$5 ﹤0.01%
237
+143
1102
$5 ﹤0.01%
1,350
1103
$5 ﹤0.01%
+18
1104
$5 ﹤0.01%
1,007
+695
1105
$5 ﹤0.01%
748
+4
1106
$5 ﹤0.01%
8,260
+1,278
1107
$5 ﹤0.01%
1,309
1108
$5 ﹤0.01%
3,923
+1,911
1109
$5 ﹤0.01%
51
1110
$5 ﹤0.01%
542
+325
1111
$5 ﹤0.01%
49
1112
$5 ﹤0.01%
822
-136
1113
$5 ﹤0.01%
116,930
+103,910
1114
$5 ﹤0.01%
2,270
-355
1115
$5 ﹤0.01%
27
1116
$5 ﹤0.01%
+42
1117
$5 ﹤0.01%
+506
1118
$5 ﹤0.01%
49
1119
$5 ﹤0.01%
+5,235
1120
$4 ﹤0.01%
+5
1121
$4 ﹤0.01%
658
-467
1122
$4 ﹤0.01%
+1,260
1123
$4 ﹤0.01%
3,515
+1,101
1124
$4 ﹤0.01%
1,014
-3
1125
$4 ﹤0.01%
151
+70
43 44
45
46 47