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
$3.1B
AUM Growth
-$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$18.9M
3
+$18M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$12.1M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$11.9M

Top Sells

1
+$47.6M
2
+$32.8M
3
+$29.6M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$21.9M
5
WTMF icon
WisdomTree Managed Futures Strategy Fund
WTMF
+$17.3M

Sector Composition

1 Technology 11.4%
2 Financials 4.01%
3 Consumer Discretionary 3.29%
4 Industrials 2.74%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.54M 0.08%
30,958
-21,130
227
$2.53M 0.08%
+71,832
228
$2.53M 0.08%
10,234
-1,999
229
$2.52M 0.08%
47,504
-28,896
230
$2.51M 0.08%
10,989
-5,649
231
$2.49M 0.08%
17,492
-17,533
232
$2.48M 0.08%
40,276
+30,402
233
$2.48M 0.08%
19,261
-1,575
234
$2.48M 0.08%
47,339
+5,307
235
$2.44M 0.08%
96,268
-39,339
236
$2.4M 0.08%
41,653
-27,910
237
$2.36M 0.08%
103,474
-93,308
238
$2.34M 0.08%
36,226
+6,904
239
$2.34M 0.08%
+171,033
240
$2.31M 0.07%
41,739
-15,900
241
$2.31M 0.07%
99,364
+5,767
242
$2.31M 0.07%
6,717
-2,521
243
$2.3M 0.07%
88,288
-78,692
244
$2.29M 0.07%
46,179
-14,207
245
$2.28M 0.07%
31,496
+383
246
$2.28M 0.07%
123,381
-106,451
247
$2.27M 0.07%
79,154
+1,345
248
$2.26M 0.07%
45,216
-168
249
$2.24M 0.07%
26,653
-1,737
250
$2.24M 0.07%
6,554
-5,252
8 9
10
11 12