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
751
$402K 0.01%
7,187
-20,090
752
$402K 0.01%
18,473
-17,660
753
$401K 0.01%
4,733
-1,505
754
$401K 0.01%
+10,418
755
$400K 0.01%
+10,101
756
$398K 0.01%
45,335
+16,600
757
$397K 0.01%
14,867
-16,232
758
$395K 0.01%
2,371
759
$394K 0.01%
7,842
-2,407
760
$394K 0.01%
1,548
-193
761
$394K 0.01%
6,252
+1,531
762
$394K 0.01%
10,602
+400
763
$394K 0.01%
2,815
-1,632
764
$392K 0.01%
11,302
-5,942
765
$391K 0.01%
5,050
-2,461
766
$390K 0.01%
8,959
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767
$389K 0.01%
7,754
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768
$387K 0.01%
26,157
-806
769
$385K 0.01%
11,466
-2,295
770
$385K 0.01%
14,475
-4,541
771
$385K 0.01%
8,245
-14,650
772
$384K 0.01%
13,777
-266,647
773
$383K 0.01%
33,133
-6,258
774
$383K 0.01%
222
-1
775
$383K 0.01%
10,110
-3,326
29 30
31
32 33