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
701
$475K 0.02%
2,058
-439
702
$474K 0.02%
1,648
-105
703
$473K 0.02%
98,287
-66,287
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705
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14,636
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706
$467K 0.02%
18,489
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707
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10,943
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710
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3,485
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711
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8,747
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$460K 0.01%
9,207
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713
$458K 0.01%
8,863
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714
$458K 0.01%
118,691
-71,750
715
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719
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13,105
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720
$442K 0.01%
1,197
-52
721
$442K 0.01%
19,636
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722
$442K 0.01%
+24,560
723
$442K 0.01%
+7,218
724
$441K 0.01%
4,766
-698
725
$441K 0.01%
4,450
-200
27 28
29
30 31