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
1276
$1 ﹤0.01%
11,960
+1,020
1277
$1 ﹤0.01%
32
1278
$1 ﹤0.01%
363
+227
1279
$1 ﹤0.01%
901
+900
1280
$1 ﹤0.01%
203
1281
$1 ﹤0.01%
3
1282
$1 ﹤0.01%
1,951
1283
$1 ﹤0.01%
468
-161
1284
$1 ﹤0.01%
+1,009
1285
$1 ﹤0.01%
152
-151
1286
$1 ﹤0.01%
733
+100
1287
$1 ﹤0.01%
160
1288
$1 ﹤0.01%
1,504
+539
1289
$1 ﹤0.01%
+75
1290
$1 ﹤0.01%
4,799
+815
1291
$1 ﹤0.01%
1,929
+761
1292
$1 ﹤0.01%
531
1293
$1 ﹤0.01%
1,563
1294
$1 ﹤0.01%
7,880
+1,346
1295
$1 ﹤0.01%
5,872
+1,127
1296
$1 ﹤0.01%
6,029
-532
1297
$1 ﹤0.01%
504
+1
1298
$1 ﹤0.01%
811
+226
1299
$1 ﹤0.01%
1,333
+7
1300
$1 ﹤0.01%
+660
50 51
52
53 54