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
426
$1.11M 0.04%
53,239
+5,582
427
$1.1M 0.04%
5,126
-2,198
428
$1.1M 0.04%
8,360
-1,276
429
$1.1M 0.04%
3,900
-172
430
$1.1M 0.04%
10,421
-1,680
431
$1.09M 0.04%
20,247
-13,573
432
$1.09M 0.04%
+30,667
433
$1.08M 0.04%
11,728
-1,418
434
$1.08M 0.03%
7,555
-23
435
$1.08M 0.03%
2,067
-360
436
$1.07M 0.03%
+33,862
437
$1.07M 0.03%
129,009
-63,900
438
$1.07M 0.03%
+28,613
439
$1.06M 0.03%
1,686
-350
440
$1.06M 0.03%
+41,603
441
$1.05M 0.03%
15,068
-2,249
442
$1.04M 0.03%
2,097
-451
443
$1.04M 0.03%
44,188
+16,910
444
$1.04M 0.03%
21,540
+1,451
445
$1.03M 0.03%
37,706
-13,866
446
$1.03M 0.03%
25,700
+15,700
447
$1.02M 0.03%
13,251
-949
448
$1.01M 0.03%
5,381
-307
449
$1M 0.03%
10,124
+848
450
$1M 0.03%
47,216
+3,238
16 17
18
19 20