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
526
$797K 0.03%
6,499
-1,200
527
$795K 0.03%
15,746
+2,673
528
$792K 0.03%
9,743
-6,440
529
$791K 0.03%
19,169
-19,489
530
$791K 0.03%
1,141
-232
531
$790K 0.03%
4,861
-155
532
$789K 0.03%
9,310
-4,364
533
$788K 0.03%
26,939
-30,519
534
$787K 0.03%
21,584
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535
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7,367
+1,864
536
$784K 0.03%
2,704
-194
537
$780K 0.03%
6,028
+247
538
$776K 0.03%
11,496
-7,092
539
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12,097
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540
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11,412
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16,849
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543
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544
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15,996
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545
$753K 0.02%
+15,292
546
$745K 0.02%
11,200
-924
547
$745K 0.02%
14,909
-47
548
$742K 0.02%
6,310
-2,636
549
$741K 0.02%
14,428
+8,286
550
$740K 0.02%
5,893
-618
20 21
22
23 24