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
901
$265K 0.01%
2,622
+506
902
$264K 0.01%
12,461
-7,464
903
$263K 0.01%
3,125
-3,291
904
$263K 0.01%
2,901
-2,115
905
$263K 0.01%
3,287
+240
906
$263K 0.01%
3,330
-1,830
907
$263K 0.01%
4,462
-1,512
908
$260K 0.01%
4,677
+17
909
$260K 0.01%
2,501
-512
910
$260K 0.01%
9,777
+1,966
911
$260K 0.01%
4,773
-565
912
$260K 0.01%
37,360
+5,500
913
$259K 0.01%
6,633
914
$258K 0.01%
5,559
+1,210
915
$258K 0.01%
1,919
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916
$256K 0.01%
6,787
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917
$255K 0.01%
2,171
-495
918
$255K 0.01%
5,768
-1,484
919
$254K 0.01%
9,838
-4,365
920
$253K 0.01%
26,925
-672
921
$253K 0.01%
2,079
-69
922
$252K 0.01%
5,492
+33
923
$252K 0.01%
+7,500
924
$251K 0.01%
1,967
+15
925
$251K 0.01%
4,366
-17
35 36
37
38 39