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
26
$20.9M 0.68%
402,206
+24,610
27
$19.2M 0.62%
249,561
+123,177
28
$18.1M 0.58%
403,001
+9,299
29
$18M 0.58%
318,162
+29,292
30
$17.7M 0.57%
110,711
+779
31
$17.4M 0.56%
60,136
-23,550
32
$17.4M 0.56%
163,056
-150,193
33
$17.1M 0.55%
37,701
-5,551
34
$16.6M 0.54%
87,092
-29,056
35
$16.4M 0.53%
119,557
-14,122
36
$16.4M 0.53%
169,126
-6,730
37
$16.2M 0.52%
85,663
-12,624
38
$16.2M 0.52%
326,432
+240,301
39
$15.6M 0.5%
161,512
+29,518
40
$15.4M 0.5%
293,887
+65,672
41
$14.7M 0.47%
111,217
-35,021
42
$14.6M 0.47%
62,926
-8,348
43
$14.1M 0.45%
515,524
-93,512
44
$14M 0.45%
155,394
-15,004
45
$13.9M 0.45%
18,064
-1,113
46
$13.9M 0.45%
235,786
-11,791
47
$13.9M 0.45%
25,822
-5,810
48
$13.7M 0.44%
57,003
-10,794
49
$13.7M 0.44%
56,376
-14,465
50
$13.5M 0.44%
229,750
+180,298
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