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
1326
$1 ﹤0.01%
32
1327
$1 ﹤0.01%
1,149
+51
1328
$1 ﹤0.01%
338
+158
1329
$1 ﹤0.01%
1,369
+331
1330
$1 ﹤0.01%
301
-34
1331
$1 ﹤0.01%
8,370
+90
1332
$1 ﹤0.01%
106,640
+33,520
1333
$1 ﹤0.01%
497
-93
1334
$1 ﹤0.01%
431
+2
1335
$1 ﹤0.01%
156
1336
$1 ﹤0.01%
330
1337
$1 ﹤0.01%
+4,492
1338
$1 ﹤0.01%
180
1339
$1 ﹤0.01%
1,395
1340
$1 ﹤0.01%
6,203
+1,424
1341
$1 ﹤0.01%
100
1342
$1 ﹤0.01%
450
1343
$1 ﹤0.01%
1,229
1344
$1 ﹤0.01%
103
1345
$1 ﹤0.01%
+1,036
1346
$1 ﹤0.01%
+63
1347
$1 ﹤0.01%
103
1348
$1 ﹤0.01%
8,829
+717
1349
$1 ﹤0.01%
5,841
+30
1350
$1 ﹤0.01%
5,115
52 53
54
55 56