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
601
$648K 0.02%
20,295
+1,739
602
$648K 0.02%
3,083
-272
603
$648K 0.02%
14,704
+1,094
604
$641K 0.02%
5,089
-1,461
605
$641K 0.02%
129
-27
606
$638K 0.02%
5,427
-306
607
$635K 0.02%
9,657
+1,406
608
$635K 0.02%
10,978
-6,637
609
$635K 0.02%
12,567
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610
$634K 0.02%
14,657
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611
$633K 0.02%
+5,067
612
$632K 0.02%
12,599
-1,700
613
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28,000
-65,300
614
$628K 0.02%
4,362
+31
615
$626K 0.02%
5,018
616
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617
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7,192
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19,649
-366
619
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9,810
-2,062
620
$613K 0.02%
26,990
-17,754
621
$609K 0.02%
5,841
-1,263
622
$606K 0.02%
3,141
-1,370
623
$604K 0.02%
7,524
-798
624
$589K 0.02%
4,858
-270
625
$588K 0.02%
9,619
-635
23 24
25
26 27