IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Return
15.77%
This Quarter Return
+1.37%
1 Year Return
+15.77%
3 Year Return
+63.37%
5 Year Return
+110.54%
10 Year Return
–
AUM
$3.1B
AUM Growth
-$425M
(-12%)
Cap. Flow
-$446M
Cap. Flow
% of AUM
-14.4%
Top 10 Holdings %
Top 10 Hldgs %
21.7%
Holding
1,237
New
94
Increased
247
Reduced
713
Closed
159
Top Buys
| 1 |
iShares High Yield Systematic Bond ETF
HYDB
|
+$24.4M |
| 2 |
First Trust Large Cap Value AlphaDEX Fund
FTA
|
+$18.9M |
| 3 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$18M |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$12.1M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
+$11.9M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$47.6M |
| 2 |
Apple
AAPL
|
+$32.8M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$29.6M |
| 4 |
iShares Investment Grade Systematic Bond ETF
IGEB
|
+$21.9M |
| 5 |
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% |
