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
651
$552K 0.02%
4,402
+1,496
652
$552K 0.02%
1,745
-71
653
$551K 0.02%
4,330
-3,616
654
$549K 0.02%
323
-19
655
$545K 0.02%
12,462
-20
656
$545K 0.02%
16,975
-1,548
657
$542K 0.02%
1,172
-283
658
$541K 0.02%
6,922
-3,668
659
$537K 0.02%
+19,263
660
$536K 0.02%
10,968
-5,733
661
$533K 0.02%
4,335
-586
662
$533K 0.02%
9,975
-3,192
663
$531K 0.02%
+12,558
664
$530K 0.02%
27,187
-19,034
665
$529K 0.02%
22,110
+3,947
666
$528K 0.02%
10,398
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667
$528K 0.02%
1,333
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668
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1,132
-158
669
$523K 0.02%
13,652
-2,914
670
$523K 0.02%
11,679
-2,904
671
$522K 0.02%
10,988
-2,559
672
$520K 0.02%
4,245
-695
673
$519K 0.02%
9,049
+4,407
674
$518K 0.02%
10,075
+448
675
$518K 0.02%
4,147
-1,424
25 26
27
28 29