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
1151
$3 ﹤0.01%
22
-63
1152
$3 ﹤0.01%
1,400
+900
1153
$3 ﹤0.01%
120
-68
1154
$3 ﹤0.01%
245
-64
1155
$3 ﹤0.01%
464
1156
$3 ﹤0.01%
118
1157
$3 ﹤0.01%
5,080
-157
1158
$3 ﹤0.01%
3,653
-2,327
1159
$3 ﹤0.01%
1,530
+750
1160
$3 ﹤0.01%
+174
1161
$3 ﹤0.01%
54
1162
$3 ﹤0.01%
1,304
+280
1163
$3 ﹤0.01%
1,671
+1,435
1164
$3 ﹤0.01%
230
+98
1165
$3 ﹤0.01%
5,458
+242
1166
$3 ﹤0.01%
2,616
-727
1167
$3 ﹤0.01%
+1,750
1168
$3 ﹤0.01%
5,035
+2,840
1169
$3 ﹤0.01%
51
1170
$3 ﹤0.01%
23
1171
$3 ﹤0.01%
+3
1172
$3 ﹤0.01%
372
-256
1173
$3 ﹤0.01%
+50
1174
$3 ﹤0.01%
10,260
+1,581
1175
$3 ﹤0.01%
130
-12
45 46
47
48 49