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
726
$440K 0.01%
9,287
-477
727
$437K 0.01%
3,746
-814
728
$437K 0.01%
3,255
-1,189
729
$433K 0.01%
5,936
+30
730
$431K 0.01%
14,707
-11,162
731
$431K 0.01%
809
-238
732
$429K 0.01%
9,880
+1,471
733
$429K 0.01%
9,002
-599
734
$429K 0.01%
6,799
-907
735
$425K 0.01%
52
736
$421K 0.01%
+3,780
737
$419K 0.01%
3,545
-470
738
$419K 0.01%
7,255
-5,540
739
$416K 0.01%
7,637
-1,793
740
$415K 0.01%
5,961
+695
741
$413K 0.01%
8,176
-99
742
$412K 0.01%
1,491
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743
$410K 0.01%
2,517
-1,997
744
$410K 0.01%
2,296
+42
745
$406K 0.01%
3,398
-1,194
746
$405K 0.01%
25,115
-1,031
747
$405K 0.01%
15,355
+1,480
748
$404K 0.01%
11,963
-5,862
749
$404K 0.01%
5,229
+454
750
$403K 0.01%
12,346
-3,592
28 29
30
31 32