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
826
$330K 0.01%
3,699
-1,624
827
$330K 0.01%
3,569
-3,164
828
$325K 0.01%
5,554
-213
829
$323K 0.01%
11,735
+26
830
$322K 0.01%
1,072
-394
831
$321K 0.01%
161
-39
832
$320K 0.01%
10,190
-10,138
833
$319K 0.01%
664
-138
834
$317K 0.01%
3,097
-198
835
$317K 0.01%
1,934
-522
836
$317K 0.01%
19,458
-7,317
837
$315K 0.01%
10,480
-17,120
838
$314K 0.01%
2,371
+172
839
$313K 0.01%
13,296
840
$313K 0.01%
3,514
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841
$312K 0.01%
6,072
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842
$312K 0.01%
4,001
-210
843
$311K 0.01%
1,896
-347
844
$309K 0.01%
9,545
-31
845
$308K 0.01%
8,780
-14,477
846
$308K 0.01%
8,064
-8,071
847
$308K 0.01%
9,245
-956
848
$307K 0.01%
4,840
-228
849
$305K 0.01%
4,544
-1,407
850
$303K 0.01%
5,738
+152
32 33
34
35 36