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
1301
$1 ﹤0.01%
+12
1302
$1 ﹤0.01%
100
+20
1303
$1 ﹤0.01%
108
1304
$1 ﹤0.01%
30
1305
$1 ﹤0.01%
1,428
+21
1306
$1 ﹤0.01%
27
1307
$1 ﹤0.01%
32
1308
$1 ﹤0.01%
1,149
+51
1309
$1 ﹤0.01%
338
+158
1310
$1 ﹤0.01%
1,369
+331
1311
$1 ﹤0.01%
100
1312
$1 ﹤0.01%
450
1313
$1 ﹤0.01%
1,229
1314
$1 ﹤0.01%
103
1315
$1 ﹤0.01%
+1,036
1316
$1 ﹤0.01%
+63
1317
$1 ﹤0.01%
103
1318
$1 ﹤0.01%
16
1319
$1 ﹤0.01%
559
1320
$1 ﹤0.01%
11,960
+1,020
1321
$1 ﹤0.01%
32
1322
$1 ﹤0.01%
363
+227
1323
$1 ﹤0.01%
901
+900
1324
$1 ﹤0.01%
203
1325
$1 ﹤0.01%
3
51 52
53
54 55