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
676
$515K 0.02%
+13,996
677
$512K 0.02%
15,139
+730
678
$511K 0.02%
+23,816
679
$508K 0.02%
2,304
-508
680
$506K 0.02%
+19,837
681
$504K 0.02%
4,781
-73
682
$502K 0.02%
2,426
+1,111
683
$499K 0.02%
16,406
-24,739
684
$498K 0.02%
12,079
-8,964
685
$497K 0.02%
10,383
-1,252
686
$493K 0.02%
12,948
-86
687
$491K 0.02%
5,600
-3,036
688
$491K 0.02%
7,600
-980
689
$488K 0.02%
52,280
-16,073
690
$486K 0.02%
682
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691
$486K 0.02%
40,680
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692
$485K 0.02%
21,085
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693
$485K 0.02%
2,363
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694
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12,044
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695
$483K 0.02%
+13,685
696
$482K 0.02%
11,400
-1,395
697
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2,260
-1,200
698
$479K 0.02%
9,943
-630
699
$478K 0.02%
21,498
+533
700
$475K 0.02%
14,080
-5,580
26 27
28
29 30