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
1251
$2 ﹤0.01%
418
1252
$2 ﹤0.01%
509
+176
1253
$2 ﹤0.01%
363
1254
$2 ﹤0.01%
2,114
+1,297
1255
$2 ﹤0.01%
2,793
-448
1256
$2 ﹤0.01%
491
1257
$2 ﹤0.01%
183
1258
$2 ﹤0.01%
4,125
+2,205
1259
$2 ﹤0.01%
19,116
+6
1260
$2 ﹤0.01%
59
1261
$2 ﹤0.01%
7,921
+412
1262
$2 ﹤0.01%
10,815
+4,230
1263
$2 ﹤0.01%
148
1264
$2 ﹤0.01%
+637
1265
$2 ﹤0.01%
1,604
-66
1266
$2 ﹤0.01%
1,060
+1
1267
$2 ﹤0.01%
+390
1268
$2 ﹤0.01%
920
+2
1269
$2 ﹤0.01%
68
-408
1270
$2 ﹤0.01%
335
+145
1271
$1 ﹤0.01%
108
1272
$1 ﹤0.01%
30
1273
$1 ﹤0.01%
1,000
1274
$1 ﹤0.01%
16
1275
$1 ﹤0.01%
559
49 50
51
52 53