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
951
$235K 0.01%
5,910
-46
952
$235K 0.01%
16,542
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953
$234K 0.01%
1,041
-203
954
$234K 0.01%
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955
$234K 0.01%
2,403
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956
$234K 0.01%
4,077
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957
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3,508
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958
$233K 0.01%
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959
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3,035
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960
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+6,048
961
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962
$232K 0.01%
3,244
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963
$232K 0.01%
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964
$232K 0.01%
+3,109
965
$230K 0.01%
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966
$230K 0.01%
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6,148
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970
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1,097
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$228K 0.01%
5,050
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972
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+10,568
973
$227K 0.01%
12,000
+100
974
$227K 0.01%
4,000
975
$224K 0.01%
1,305
-1,053
37 38
39
40 41