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
1251
$2 ﹤0.01%
10,815
+4,230
1252
$2 ﹤0.01%
148
1253
$2 ﹤0.01%
+637
1254
$2 ﹤0.01%
3,208
-132
1255
$2 ﹤0.01%
1,763
+1,435
1256
$2 ﹤0.01%
1,129
-64
1257
$2 ﹤0.01%
+181
1258
$2 ﹤0.01%
1,000
1259
$2 ﹤0.01%
1
1260
$2 ﹤0.01%
449
1261
$2 ﹤0.01%
2,040
+1,040
1262
$2 ﹤0.01%
61
-289
1263
$2 ﹤0.01%
1,797
+145
1264
$2 ﹤0.01%
4
+1
1265
$2 ﹤0.01%
2,593
+103
1266
$2 ﹤0.01%
274
1267
$2 ﹤0.01%
1,060
+1
1268
$2 ﹤0.01%
+390
1269
$2 ﹤0.01%
68
-408
1270
$2 ﹤0.01%
335
+145
1271
$1 ﹤0.01%
700
1272
$1 ﹤0.01%
1,877
+1
1273
$1 ﹤0.01%
1,000
1274
$1 ﹤0.01%
+1,009
1275
$1 ﹤0.01%
16,065
+306
49 50
51
52 53