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
1376
$1 ﹤0.01%
359
+3
1377
$1 ﹤0.01%
+100
1378
$1 ﹤0.01%
2,408
+800
1379
$1 ﹤0.01%
11
1380
$1 ﹤0.01%
7,196
+4,676
1381
$1 ﹤0.01%
146
1382
$1 ﹤0.01%
4,396
-137
1383
$1 ﹤0.01%
1,271
+6
1384
$1 ﹤0.01%
+1,363
1385
$1 ﹤0.01%
+52
1386
$1 ﹤0.01%
2,035
+28
1387
$1 ﹤0.01%
16,796
+8,996
1388
$1 ﹤0.01%
664
+132
1389
$1 ﹤0.01%
+150
1390
$1 ﹤0.01%
1,015
+249
1391
$1 ﹤0.01%
111
1392
$1 ﹤0.01%
63
-128
1393
$1 ﹤0.01%
768
1394
$1 ﹤0.01%
61
1395
$1 ﹤0.01%
1,080
1396
$1 ﹤0.01%
2,421
-872
1397
$1 ﹤0.01%
192
+1
1398
$1 ﹤0.01%
25
1399
$1 ﹤0.01%
21
1400
$1 ﹤0.01%
23
54 55
56
57 58