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
501
$867K 0.03%
11,454
-7,246
502
$865K 0.03%
162,882
-93,929
503
$864K 0.03%
5,228
-5,530
504
$858K 0.03%
4,555
-2,167
505
$857K 0.03%
22,077
+5,769
506
$857K 0.03%
26,983
+2,760
507
$857K 0.03%
1,360
-1,270
508
$853K 0.03%
5,866
+2,446
509
$848K 0.03%
2,633
-1,769
510
$847K 0.03%
4,194
+580
511
$840K 0.03%
55,573
+44,147
512
$837K 0.03%
6,662
-2,115
513
$836K 0.03%
1,921
-100
514
$834K 0.03%
9,603
+725
515
$834K 0.03%
7,236
-1,704
516
$834K 0.03%
20,376
-499
517
$832K 0.03%
17,974
-2,723
518
$832K 0.03%
9,796
519
$830K 0.03%
10,551
-6,728
520
$829K 0.03%
6,934
+156
521
$825K 0.03%
76,557
-35,950
522
$822K 0.03%
15,483
-2,937
523
$814K 0.03%
2,514
+97
524
$808K 0.03%
3,766
-1,594
525
$806K 0.03%
+4,360
19 20
21
22 23