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
1201
$2 ﹤0.01%
970
1202
$2 ﹤0.01%
2,673
-360
1203
$2 ﹤0.01%
946
+807
1204
$2 ﹤0.01%
3,681
+196
1205
$2 ﹤0.01%
3,628
+2,046
1206
$2 ﹤0.01%
7,318
+364
1207
$2 ﹤0.01%
14,911
-503
1208
$2 ﹤0.01%
+565
1209
$2 ﹤0.01%
125
1210
$2 ﹤0.01%
1,000
1211
$2 ﹤0.01%
9,897
+6,504
1212
$2 ﹤0.01%
736
+68
1213
$2 ﹤0.01%
119
1214
$2 ﹤0.01%
348
-100
1215
$2 ﹤0.01%
163
+1
1216
$2 ﹤0.01%
7,238
+2,512
1217
$2 ﹤0.01%
3,024
-101
1218
$2 ﹤0.01%
46,169
+44,465
1219
$2 ﹤0.01%
+85
1220
$2 ﹤0.01%
6,596
-773
1221
$2 ﹤0.01%
54
1222
$2 ﹤0.01%
16,215
1223
$2 ﹤0.01%
+53
1224
$2 ﹤0.01%
9,584
+8,586
1225
$2 ﹤0.01%
6,554
+1,594
47 48
49
50 51