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
776
$381K 0.01%
64,596
-3,400
777
$381K 0.01%
29,913
778
$381K 0.01%
2,957
-252
779
$380K 0.01%
9,656
+630
780
$380K 0.01%
5,953
-1,709
781
$379K 0.01%
13,545
-14,335
782
$379K 0.01%
4,273
-4,550
783
$379K 0.01%
10,530
+552
784
$377K 0.01%
3,941
+103
785
$375K 0.01%
19,012
+1,753
786
$375K 0.01%
8,639
-6,484
787
$374K 0.01%
12,667
-1,456
788
$374K 0.01%
4,358
-3,021
789
$372K 0.01%
+9,999
790
$370K 0.01%
8,925
-1,569
791
$369K 0.01%
47,900
-46,400
792
$368K 0.01%
+5,730
793
$365K 0.01%
+25,109
794
$365K 0.01%
4,787
-8
795
$364K 0.01%
15,381
-11,683
796
$364K 0.01%
4,700
797
$361K 0.01%
+8,964
798
$361K 0.01%
+11,829
799
$359K 0.01%
31,166
+14,557
800
$357K 0.01%
21,461
+7,323
30 31
32
33 34