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
1176
$3 ﹤0.01%
1,304
+280
1177
$3 ﹤0.01%
1,671
+1,435
1178
$3 ﹤0.01%
230
+98
1179
$3 ﹤0.01%
5,458
+242
1180
$3 ﹤0.01%
2,616
-727
1181
$3 ﹤0.01%
+1,750
1182
$3 ﹤0.01%
5,035
+2,840
1183
$3 ﹤0.01%
51
1184
$3 ﹤0.01%
23
1185
$3 ﹤0.01%
+3
1186
$3 ﹤0.01%
372
-256
1187
$3 ﹤0.01%
+50
1188
$3 ﹤0.01%
20,520
+3,162
1189
$3 ﹤0.01%
130
-12
1190
$3 ﹤0.01%
582
-729
1191
$3 ﹤0.01%
113
1192
$3 ﹤0.01%
98
-338
1193
$3 ﹤0.01%
10,272
1194
$3 ﹤0.01%
2,304
-788
1195
$3 ﹤0.01%
11
1196
$3 ﹤0.01%
109
1197
$3 ﹤0.01%
50
1198
– –
0
1199
$3 ﹤0.01%
300
1200
$2 ﹤0.01%
5,066
+590
46 47
48
49 50