IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
1
$5.78K 2.8%
4,425
+2,517
2
$5.38K 2.6%
148,240
+23,368
3
$4.11K 1.99%
2,710
+950
4
$3.81K 1.85%
631
-118
5
$3.7K 1.79%
2,260
+1,610
6
$3.07K 1.49%
1,372
+1,249
7
$2.98K 1.44%
6,474
+122
8
$2.56K 1.24%
815
-50
9
$2.48K 1.2%
+3,060
10
$1.82K 0.88%
2,205
11
$1.78K 0.86%
190
12
$1.72K 0.83%
+150
13
$1.72K 0.83%
335
14
$1.71K 0.83%
375
+100
15
$1.68K 0.81%
64,072
-18,866
16
$1.67K 0.81%
+34
17
$1.67K 0.81%
1,102
18
$1.66K 0.81%
1,933
19
$1.61K 0.78%
177
20
$1.59K 0.77%
1,750
+426
21
$1.59K 0.77%
4,600
-1,189
22
$1.57K 0.76%
52,140
+25,028
23
$1.44K 0.7%
+514
24
$1.44K 0.7%
511
-831
25
$1.38K 0.67%
160
1
2 3 4 5