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
1226
$2 ﹤0.01%
55
1227
$2 ﹤0.01%
1,763
+1,435
1228
$2 ﹤0.01%
1,129
-64
1229
$2 ﹤0.01%
+181
1230
$2 ﹤0.01%
1,000
1231
$2 ﹤0.01%
1
1232
$2 ﹤0.01%
449
1233
$2 ﹤0.01%
2,040
+1,040
1234
$2 ﹤0.01%
61
-289
1235
$2 ﹤0.01%
1,797
+145
1236
$2 ﹤0.01%
4
+1
1237
$2 ﹤0.01%
2,593
+103
1238
$2 ﹤0.01%
274
1239
$2 ﹤0.01%
483
1240
$2 ﹤0.01%
3,929
+1,648
1241
$2 ﹤0.01%
+413
1242
$2 ﹤0.01%
39
-3
1243
$2 ﹤0.01%
3,726
1244
$2 ﹤0.01%
324
1245
$2 ﹤0.01%
5,066
+590
1246
$2 ﹤0.01%
+600
1247
$2 ﹤0.01%
10,016
+30
1248
$2 ﹤0.01%
1,187
+3
1249
$2 ﹤0.01%
223
1250
$2 ﹤0.01%
12,015
-188
48 49
50
51 52