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
251
$2.23M 0.07%
24,659
+23
252
$2.22M 0.07%
8,431
-366
253
$2.19M 0.07%
29,520
-299
254
$2.19M 0.07%
2,133
-95
255
$2.18M 0.07%
35,806
+2,232
256
$2.17M 0.07%
19,894
+555
257
$2.16M 0.07%
9,633
-4,036
258
$2.15M 0.07%
21,996
-11,258
259
$2.15M 0.07%
65,864
+7,371
260
$2.13M 0.07%
10,794
-2,263
261
$2.13M 0.07%
9,041
+2,158
262
$2.12M 0.07%
32,220
-4,188
263
$2.1M 0.07%
4,729
-178
264
$2.1M 0.07%
25,495
-2,544
265
$2.09M 0.07%
402,105
-64,632
266
$2.09M 0.07%
+51,402
267
$2.08M 0.07%
41,407
+16,280
268
$2.08M 0.07%
42,664
+29,370
269
$2.07M 0.07%
19,256
-3,036
270
$2.06M 0.07%
15,267
-4,112
271
$2.06M 0.07%
32,521
-6,042
272
$2.05M 0.07%
57,027
-6,644
273
$2.05M 0.07%
19,850
-8,654
274
$2.04M 0.07%
47,887
-55,241
275
$2.03M 0.07%
95,450
+5,015
9 10
11
12 13