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
926
$250K 0.01%
7,647
+741
927
$250K 0.01%
10,194
928
$249K 0.01%
3,363
-2,431
929
$249K 0.01%
+6,045
930
$249K 0.01%
6,665
-33
931
$248K 0.01%
+8,650
932
$246K 0.01%
12,805
-144
933
$245K 0.01%
10,422
-340
934
$245K 0.01%
4,353
-129
935
$245K 0.01%
11,604
-9,448
936
$244K 0.01%
5,104
+26
937
$244K 0.01%
5,394
-813
938
$243K 0.01%
12,240
-10,643
939
$241K 0.01%
2,957
-412
940
$241K 0.01%
680
-17
941
$241K 0.01%
6,047
-250
942
$239K 0.01%
6,461
+207
943
$237K 0.01%
1,532
-656
944
$237K 0.01%
6,131
-320
945
$237K 0.01%
4,398
+90
946
$236K 0.01%
3,494
-72
947
$236K 0.01%
4,336
-2,771
948
$236K 0.01%
4,054
-95
949
$236K 0.01%
7,200
+1,224
950
$235K 0.01%
3,149
-4,180
36 37
38
39 40