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
301
$1.78M 0.06%
25,168
+143
302
$1.78M 0.06%
35,877
+2,009
303
$1.77M 0.06%
31,908
-19,819
304
$1.76M 0.06%
8,736
-925
305
$1.76M 0.06%
19,301
-6,158
306
$1.75M 0.06%
49,972
-494,990
307
$1.72M 0.06%
27,059
-13,337
308
$1.71M 0.06%
7,288
-331
309
$1.7M 0.06%
65,100
-245
310
$1.69M 0.05%
75,307
-1,228
311
$1.69M 0.05%
23,388
-3,902
312
$1.68M 0.05%
64,876
-68,086
313
$1.67M 0.05%
9,662
-4,506
314
$1.66M 0.05%
20,771
-6,374
315
$1.65M 0.05%
13,363
+1,205
316
$1.64M 0.05%
26,700
+1,903
317
$1.63M 0.05%
5,815
+30
318
$1.62M 0.05%
27,748
-4,250
319
$1.61M 0.05%
6,687
-4,892
320
$1.61M 0.05%
51,939
-33,369
321
$1.59M 0.05%
49,408
-12,892
322
$1.59M 0.05%
35,917
+1,521
323
$1.59M 0.05%
13,935
-1,842
324
$1.57M 0.05%
12,400
-563
325
$1.57M 0.05%
4,686
+150
11 12
13
14 15