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
326
$1.56M 0.05%
4,087
-958
327
$1.55M 0.05%
9,560
-1,006
328
$1.54M 0.05%
38,277
-2,127
329
$1.54M 0.05%
64,892
-4,168
330
$1.54M 0.05%
17,893
-3,263
331
$1.53M 0.05%
52,874
-8,440
332
$1.53M 0.05%
18,153
-211
333
$1.53M 0.05%
12,110
-3,660
334
$1.52M 0.05%
43,854
-11,545
335
$1.51M 0.05%
25,141
-95
336
$1.51M 0.05%
40,169
-23,865
337
$1.5M 0.05%
13,828
-17,666
338
$1.5M 0.05%
+62,699
339
$1.47M 0.05%
81,916
-50,200
340
$1.47M 0.05%
32,231
+1,502
341
$1.47M 0.05%
24,289
-8,560
342
$1.46M 0.05%
11,119
-5,657
343
$1.46M 0.05%
54,430
+14,965
344
$1.45M 0.05%
146,504
+4,105
345
$1.45M 0.05%
62,390
-26,053
346
$1.44M 0.05%
3,429
-646
347
$1.43M 0.05%
23,941
-1,959
348
$1.43M 0.05%
42,504
-2,005
349
$1.4M 0.05%
205,886
+10,223
350
$1.39M 0.05%
1,979
-285
12 13
14
15 16