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
801
$356K 0.01%
+9,971
802
$355K 0.01%
1,888
-1,559
803
$355K 0.01%
1,102
804
$355K 0.01%
6,746
-1,823
805
$352K 0.01%
5,900
-2,558
806
$352K 0.01%
+14,308
807
$351K 0.01%
3,326
-230
808
$348K 0.01%
4,916
809
$347K 0.01%
27,100
-1,000
810
$345K 0.01%
32,972
-29,166
811
$344K 0.01%
1,843
-801
812
$341K 0.01%
1,139
-123
813
$340K 0.01%
1,963
-647
814
$340K 0.01%
19,839
-1,165
815
$340K 0.01%
5,924
-2,676
816
$339K 0.01%
23,251
+1,890
817
$339K 0.01%
798
-50
818
$337K 0.01%
11,325
-213
819
$336K 0.01%
5,793
-4,425
820
$335K 0.01%
4,527
-1,489
821
$334K 0.01%
+7,884
822
$333K 0.01%
3,525
-1,680
823
$333K 0.01%
1,867
-47
824
$332K 0.01%
1,350
-436
825
$332K 0.01%
9,043
-946
31 32
33
34 35