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
276
$2.03M 0.07%
13,730
-438
277
$2.02M 0.07%
8,301
-410
278
$2.02M 0.07%
+24,779
279
$2.01M 0.06%
7,450
+437
280
$1.98M 0.06%
15,320
-9,291
281
$1.97M 0.06%
14,778
+317
282
$1.95M 0.06%
26,764
-1,115
283
$1.92M 0.06%
34,005
-26,622
284
$1.92M 0.06%
5,652
-2,411
285
$1.92M 0.06%
35,883
+3,711
286
$1.91M 0.06%
6,531
-796
287
$1.91M 0.06%
18,478
-1,370
288
$1.91M 0.06%
15,033
+9
289
$1.91M 0.06%
37,026
-2,031
290
$1.9M 0.06%
60,493
-10,842
291
$1.89M 0.06%
18,835
+441
292
$1.88M 0.06%
24,158
-14,950
293
$1.88M 0.06%
93,623
-96,216
294
$1.87M 0.06%
15,095
-705
295
$1.86M 0.06%
39,258
+3,721
296
$1.86M 0.06%
199,537
-79,787
297
$1.83M 0.06%
3,511
-456
298
$1.82M 0.06%
10,930
-680
299
$1.82M 0.06%
7,340
-1,690
300
$1.79M 0.06%
6,019
+879
10 11
12
13 14