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
551
$735K 0.02%
15,068
-2,186
552
$730K 0.02%
164,687
-15,161
553
$727K 0.02%
10,328
-7,577
554
$726K 0.02%
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555
$725K 0.02%
27,952
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556
$722K 0.02%
10,923
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557
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1,784
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558
$716K 0.02%
16,171
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559
$714K 0.02%
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29,348
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561
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10,401
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562
$708K 0.02%
26,864
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563
$705K 0.02%
6,742
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564
$704K 0.02%
15,690
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565
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18,759
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$692K 0.02%
44,620
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$691K 0.02%
5,242
-207
572
$691K 0.02%
9,151
+13
573
$691K 0.02%
+20,050
574
$688K 0.02%
36,267
-26,878
575
$685K 0.02%
2,861
-1,879
21 22
23
24 25