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
51
$13.5M 0.44%
279,057
+19,941
52
$13.5M 0.44%
33,578
-16,118
53
$12.8M 0.41%
146,739
+120,783
54
$12.5M 0.4%
65,684
-2,795
55
$12.3M 0.4%
30,482
-12,158
56
$12.1M 0.39%
+126,878
57
$11.5M 0.37%
27,992
+569
58
$11.5M 0.37%
65,435
+908
59
$11.2M 0.36%
62,786
-9,922
60
$10.8M 0.35%
77,374
+5,386
61
$10.7M 0.34%
33,701
-5,681
62
$10.5M 0.34%
259,696
-42,879
63
$10.2M 0.33%
77,009
+694
64
$10.1M 0.33%
60,144
-19,240
65
$9.88M 0.32%
197,529
-2,446
66
$9.84M 0.32%
43,876
-44
67
$9.52M 0.31%
121,139
+5,773
68
$9.44M 0.3%
24,280
-9,298
69
$9.27M 0.3%
258,531
+21,158
70
$9.11M 0.29%
102,644
-21,296
71
$8.93M 0.29%
9,750
-809
72
$8.71M 0.28%
312,398
-324,186
73
$8.62M 0.28%
316,807
+6,555
74
$8.57M 0.28%
88,490
+3,046
75
$8.42M 0.27%
117,932
+9,270
1 2
3
4 5