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
451
$1M 0.03%
9,646
452
$999K 0.03%
22,077
-3,265
453
$999K 0.03%
3,061
-350
454
$999K 0.03%
+28,470
455
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30,543
-1,168
456
$992K 0.03%
19,115
-990
457
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19,173
-17,749
458
$981K 0.03%
4,188
-1,071
459
$978K 0.03%
23,433
-29,272
460
$977K 0.03%
4,599
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461
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29,753
-3,034
462
$973K 0.03%
94,968
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463
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27,325
-48,851
464
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10,879
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465
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114,331
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466
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467
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96,000
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468
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469
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8,546
-58
470
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5,831
-1,573
471
$943K 0.03%
19,085
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472
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19,680
-12,486
473
$942K 0.03%
18,389
-4,188
474
$937K 0.03%
8,816
+344
475
$935K 0.03%
5,274
-800
17 18
19
20 21