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
476
$933K 0.03%
7,817
+3,565
477
$931K 0.03%
29,704
-804
478
$926K 0.03%
38,179
+2,597
479
$923K 0.03%
56,496
-33,275
480
$921K 0.03%
22,022
+13,607
481
$920K 0.03%
8,708
-1,824
482
$916K 0.03%
2,545
-289
483
$916K 0.03%
270,160
-6,725
484
$911K 0.03%
2,770
-183
485
$908K 0.03%
15,040
+4,738
486
$908K 0.03%
+26,622
487
$907K 0.03%
12,536
-3,218
488
$905K 0.03%
+27,318
489
$903K 0.03%
9,602
-337
490
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7,581
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491
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16,437
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14,872
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493
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5,235
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494
$886K 0.03%
20,723
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495
$883K 0.03%
24,161
-12,150
496
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2,346
-276
497
$875K 0.03%
+14,266
498
$874K 0.03%
28,671
-234
499
$871K 0.03%
826
-74
500
$868K 0.03%
13,255
-3,055
18 19
20
21 22