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
401
$1.19M 0.04%
3,559
+20
402
$1.18M 0.04%
19,590
-6,081
403
$1.18M 0.04%
9,751
-2,116
404
$1.18M 0.04%
15,043
+77
405
$1.17M 0.04%
15,578
-7,725
406
$1.17M 0.04%
6,385
-2,057
407
$1.17M 0.04%
77,793
-38,620
408
$1.16M 0.04%
8,258
-1,799
409
$1.16M 0.04%
1,818
+113
410
$1.16M 0.04%
+174,613
411
$1.15M 0.04%
5,363
+687
412
$1.15M 0.04%
20,416
-4,992
413
$1.15M 0.04%
22,483
+518
414
$1.14M 0.04%
16,255
-6,228
415
$1.14M 0.04%
33,211
+3,381
416
$1.14M 0.04%
21,959
-18,755
417
$1.13M 0.04%
4,933
-1,072
418
$1.13M 0.04%
52,675
+27
419
$1.12M 0.04%
12,307
-3,708
420
$1.12M 0.04%
11,132
+8,033
421
$1.12M 0.04%
10,167
+304
422
$1.11M 0.04%
4,023
-1,051
423
$1.11M 0.04%
51,993
+2,287
424
$1.11M 0.04%
115,025
-27,450
425
$1.11M 0.04%
16,900
-73
15 16
17
18 19