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
1276
$1 ﹤0.01%
+551
1277
$1 ﹤0.01%
170
+4
1278
$1 ﹤0.01%
14
1279
$1 ﹤0.01%
+150
1280
$1 ﹤0.01%
24,739
+4,205
1281
$1 ﹤0.01%
301
-34
1282
$1 ﹤0.01%
8,370
+90
1283
$1 ﹤0.01%
106,640
+33,520
1284
$1 ﹤0.01%
497
-93
1285
$1 ﹤0.01%
431
+2
1286
$1 ﹤0.01%
156
1287
$1 ﹤0.01%
330
1288
$1 ﹤0.01%
+4,492
1289
$1 ﹤0.01%
180
1290
$1 ﹤0.01%
1,395
1291
$1 ﹤0.01%
20,512
+84
1292
$1 ﹤0.01%
+3,762
1293
$1 ﹤0.01%
550
1294
$1 ﹤0.01%
+1,664
1295
$1 ﹤0.01%
+400
1296
$1 ﹤0.01%
500
1297
$1 ﹤0.01%
753
1298
$1 ﹤0.01%
2,743
+2,247
1299
$1 ﹤0.01%
1,158
+815
1300
$1 ﹤0.01%
4,925
-305
50 51
52
53 54