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
1376
$1 ﹤0.01%
381
+200
1377
$1 ﹤0.01%
540
+72
1378
$1 ﹤0.01%
24,739
+4,205
1379
$1 ﹤0.01%
20,512
+84
1380
$1 ﹤0.01%
+244
1381
$1 ﹤0.01%
+4,011
1382
$1 ﹤0.01%
+3,762
1383
$1 ﹤0.01%
550
1384
$1 ﹤0.01%
+1,664
1385
$1 ﹤0.01%
+400
1386
$1 ﹤0.01%
500
1387
$1 ﹤0.01%
753
1388
$1 ﹤0.01%
22
1389
$1 ﹤0.01%
43
1390
$1 ﹤0.01%
300
1391
$1 ﹤0.01%
359
+3
1392
$1 ﹤0.01%
+100
1393
$1 ﹤0.01%
2,743
+2,247
1394
$1 ﹤0.01%
2,408
+800
1395
$1 ﹤0.01%
11
1396
$1 ﹤0.01%
7,196
+4,676
1397
$1 ﹤0.01%
146
1398
$1 ﹤0.01%
1,158
+815
1399
$1 ﹤0.01%
4,925
-305
1400
$1 ﹤0.01%
+12
54 55
56
57 58