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
351
$1.38M 0.04%
5,957
-1,462
352
$1.38M 0.04%
52,620
-35,359
353
$1.37M 0.04%
31,120
+6,639
354
$1.36M 0.04%
24,026
-2,335
355
$1.36M 0.04%
17,805
-4,030
356
$1.36M 0.04%
8,785
-2,626
357
$1.35M 0.04%
67,362
+5,487
358
$1.34M 0.04%
27,745
-8,239
359
$1.34M 0.04%
13,176
-344
360
$1.33M 0.04%
5,348
+60
361
$1.33M 0.04%
14,608
-2,624
362
$1.33M 0.04%
25,541
+7,036
363
$1.32M 0.04%
14,541
-6,836
364
$1.32M 0.04%
9,579
+106
365
$1.32M 0.04%
+50,306
366
$1.32M 0.04%
+17,392
367
$1.31M 0.04%
67,301
-32,981
368
$1.31M 0.04%
26,004
+4,227
369
$1.31M 0.04%
67,013
-32,685
370
$1.29M 0.04%
13,069
-500
371
$1.29M 0.04%
11,767
-20,288
372
$1.28M 0.04%
20,131
-1,524
373
$1.28M 0.04%
25,951
-8,876
374
$1.27M 0.04%
63,260
-13,756
375
$1.27M 0.04%
60,357
+5,436
13 14
15
16 17