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
1126
$4 ﹤0.01%
4,430
+1,427
1127
$4 ﹤0.01%
1,105
1128
$4 ﹤0.01%
263
1129
$4 ﹤0.01%
362
1130
$4 ﹤0.01%
25
1131
$4 ﹤0.01%
20
1132
$4 ﹤0.01%
18
1133
$4 ﹤0.01%
+6,728
1134
$4 ﹤0.01%
+5
1135
$4 ﹤0.01%
658
-467
1136
$4 ﹤0.01%
2,375
1137
$4 ﹤0.01%
177
+35
1138
$4 ﹤0.01%
39
-195
1139
$4 ﹤0.01%
289
+2
1140
$4 ﹤0.01%
2,122
-218
1141
$4 ﹤0.01%
162
1142
$4 ﹤0.01%
1,289
+303
1143
$4 ﹤0.01%
+30
1144
$4 ﹤0.01%
11,667
1145
$4 ﹤0.01%
+100
1146
$4 ﹤0.01%
197
1147
$4 ﹤0.01%
1,200
-57
1148
$4 ﹤0.01%
8,283
1149
$3 ﹤0.01%
44
1150
$3 ﹤0.01%
31
44 45
46
47 48