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
1151
$3 ﹤0.01%
1,018
-39
1152
$3 ﹤0.01%
310
1153
$3 ﹤0.01%
1,270
+26
1154
$3 ﹤0.01%
42
1155
$3 ﹤0.01%
40
1156
$3 ﹤0.01%
76
1157
$3 ﹤0.01%
44
1158
$3 ﹤0.01%
31
1159
$3 ﹤0.01%
22
-63
1160
$3 ﹤0.01%
246
+19
1161
$3 ﹤0.01%
1,015
-500
1162
$3 ﹤0.01%
24,301
1163
$3 ﹤0.01%
68
+25
1164
$3 ﹤0.01%
451
+1
1165
$3 ﹤0.01%
660
-20
1166
$3 ﹤0.01%
1,400
+900
1167
$3 ﹤0.01%
120
-68
1168
$3 ﹤0.01%
245
-64
1169
$3 ﹤0.01%
464
1170
$3 ﹤0.01%
118
1171
$3 ﹤0.01%
5,080
-157
1172
$3 ﹤0.01%
3,653
-2,327
1173
$3 ﹤0.01%
1,530
+750
1174
$3 ﹤0.01%
+174
1175
$3 ﹤0.01%
54
45 46
47
48 49