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
1326
$1 ﹤0.01%
1,951
1327
$1 ﹤0.01%
468
-161
1328
$1 ﹤0.01%
8,829
+717
1329
$1 ﹤0.01%
152
-151
1330
$1 ﹤0.01%
733
+100
1331
$1 ﹤0.01%
160
1332
$1 ﹤0.01%
1,504
+539
1333
$1 ﹤0.01%
5,841
+30
1334
$1 ﹤0.01%
+75
1335
$1 ﹤0.01%
5,115
1336
$1 ﹤0.01%
1,614
+300
1337
$1 ﹤0.01%
495
1338
$1 ﹤0.01%
4,799
+815
1339
$1 ﹤0.01%
1,929
+761
1340
$1 ﹤0.01%
531
1341
$1 ﹤0.01%
1,563
1342
$1 ﹤0.01%
3,094
+588
1343
$1 ﹤0.01%
1,288
+609
1344
$1 ﹤0.01%
588
1345
$1 ﹤0.01%
887
-9
1346
$1 ﹤0.01%
35
1347
$1 ﹤0.01%
59
+1
1348
$1 ﹤0.01%
5,630
+3,987
1349
$1 ﹤0.01%
7,880
+1,346
1350
$1 ﹤0.01%
5,872
+1,127
52 53
54
55 56