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
1226
$2 ﹤0.01%
163
+1
1227
$2 ﹤0.01%
7,238
+2,512
1228
$2 ﹤0.01%
3,024
-101
1229
$2 ﹤0.01%
46,169
+44,465
1230
$2 ﹤0.01%
+85
1231
$2 ﹤0.01%
6,596
-773
1232
$2 ﹤0.01%
54
1233
$2 ﹤0.01%
16,215
1234
$2 ﹤0.01%
+53
1235
$2 ﹤0.01%
9,584
+8,586
1236
$2 ﹤0.01%
6,554
+1,594
1237
$2 ﹤0.01%
55
1238
$2 ﹤0.01%
12,015
-188
1239
$2 ﹤0.01%
418
1240
$2 ﹤0.01%
509
+176
1241
$2 ﹤0.01%
363
1242
$2 ﹤0.01%
2,114
+1,297
1243
$2 ﹤0.01%
483
1244
$2 ﹤0.01%
3,929
+1,648
1245
$2 ﹤0.01%
+413
1246
$2 ﹤0.01%
183
1247
$2 ﹤0.01%
4,125
+2,205
1248
$2 ﹤0.01%
19,116
+6
1249
$2 ﹤0.01%
59
1250
$2 ﹤0.01%
7,921
+412
48 49
50
51 52