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
1301
$1 ﹤0.01%
44
-61
1302
$1 ﹤0.01%
1,271
+6
1303
$1 ﹤0.01%
+1,363
1304
$1 ﹤0.01%
+52
1305
$1 ﹤0.01%
2,035
+28
1306
$1 ﹤0.01%
16,796
+8,996
1307
$1 ﹤0.01%
664
+132
1308
$1 ﹤0.01%
+150
1309
$1 ﹤0.01%
1,015
+249
1310
$1 ﹤0.01%
111
1311
$1 ﹤0.01%
63
-128
1312
$1 ﹤0.01%
768
1313
$1 ﹤0.01%
61
1314
$1 ﹤0.01%
1,080
1315
$1 ﹤0.01%
2,421
-872
1316
$1 ﹤0.01%
192
+1
1317
$1 ﹤0.01%
25
1318
$1 ﹤0.01%
21
1319
$1 ﹤0.01%
23
1320
$1 ﹤0.01%
13
1321
$1 ﹤0.01%
+3
1322
$1 ﹤0.01%
700
1323
$1 ﹤0.01%
100
+20
1324
$1 ﹤0.01%
1,428
+21
1325
$1 ﹤0.01%
27
51 52
53
54 55