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
876
$280K 0.01%
5,502
-1,167
877
$279K 0.01%
758
-748
878
$279K 0.01%
4,403
-11,412
879
$278K 0.01%
963
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880
$278K 0.01%
5,764
-374
881
$277K 0.01%
455
-273
882
$276K 0.01%
3,800
883
$275K 0.01%
+8,806
884
$274K 0.01%
6,876
-3,655
885
$273K 0.01%
642
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886
$272K 0.01%
6,935
-102
887
$271K 0.01%
23,795
-77,317
888
$271K 0.01%
475
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889
$270K 0.01%
7,903
+2,394
890
$270K 0.01%
3,350
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$269K 0.01%
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4,192
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894
$268K 0.01%
13,694
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895
$268K 0.01%
9,220
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896
$267K 0.01%
4,926
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$266K 0.01%
25,133
-7,198
898
$266K 0.01%
8,327
-67
899
$266K 0.01%
13,635
-11,091
900
$265K 0.01%
+3,319
34 35
36
37 38