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
376
$1.27M 0.04%
9,090
-1,590
377
$1.27M 0.04%
14,703
+461
378
$1.26M 0.04%
44,204
-22,484
379
$1.26M 0.04%
3,614
-3,475
380
$1.26M 0.04%
50,104
-26,013
381
$1.26M 0.04%
+23,783
382
$1.25M 0.04%
5,237
-2,260
383
$1.24M 0.04%
48,974
-49,196
384
$1.24M 0.04%
8,342
+34
385
$1.23M 0.04%
11,176
-2,807
386
$1.23M 0.04%
9,076
-370
387
$1.22M 0.04%
32,859
+15,439
388
$1.22M 0.04%
5,751
-132
389
$1.22M 0.04%
47,686
+34,171
390
$1.22M 0.04%
4,795
-324
391
$1.22M 0.04%
45,692
+15,934
392
$1.21M 0.04%
5,709
-634
393
$1.21M 0.04%
13,146
-6,604
394
$1.21M 0.04%
20,572
-17,079
395
$1.21M 0.04%
48,230
-1,595
396
$1.21M 0.04%
+41,743
397
$1.2M 0.04%
2,563
-60
398
$1.2M 0.04%
36,009
-32,687
399
$1.19M 0.04%
21,241
-828
400
$1.19M 0.04%
13,339
-5,258
14 15
16
17 18