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
851
$302K 0.01%
+3,983
852
$302K 0.01%
10,971
-445
853
$301K 0.01%
12,079
-9,219
854
$299K 0.01%
10,624
+1,324
855
$298K 0.01%
772
-303
856
$296K 0.01%
25,958
+178
857
$295K 0.01%
2,120
-81
858
$294K 0.01%
4,644
+373
859
$293K 0.01%
+11,150
860
$291K 0.01%
3,639
-2,715
861
$291K 0.01%
4,798
-2,254
862
$290K 0.01%
+15,392
863
$290K 0.01%
9,769
-4,015
864
$290K 0.01%
+3,088
865
$289K 0.01%
2,947
-1,194
866
$287K 0.01%
8,160
867
$287K 0.01%
4,935
-2,086
868
$287K 0.01%
1,227
-665
869
$287K 0.01%
77,105
-17,500
870
$287K 0.01%
+8,268
871
$286K 0.01%
4,892
-2,004
872
$285K 0.01%
+6,222
873
$285K 0.01%
+3,550
874
$281K 0.01%
+14,326
875
$281K 0.01%
2,276
-786
33 34
35
36 37