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
76
$8.26M 0.27%
102,055
+3,574
77
$8.24M 0.27%
268,303
+92,952
78
$8.18M 0.26%
195,162
-21,412
79
$7.99M 0.26%
438,542
-51,276
80
$7.56M 0.24%
112,837
+11,567
81
$7.55M 0.24%
44,574
-6,616
82
$7.51M 0.24%
38,326
-11,674
83
$7.48M 0.24%
64,886
-11,786
84
$7.38M 0.24%
170,946
+25,954
85
$7.34M 0.24%
337,754
+50,827
86
$7.33M 0.24%
80,120
-76,900
87
$7.25M 0.23%
73,673
-3,789
88
$7.2M 0.23%
24,839
-5,261
89
$7.18M 0.23%
92,888
-83,598
90
$6.84M 0.22%
73,729
+2,207
91
$6.81M 0.22%
124,439
+4,980
92
$6.8M 0.22%
23,472
-4,251
93
$6.77M 0.22%
46,796
-12,887
94
$6.64M 0.21%
281,168
+14,074
95
$6.62M 0.21%
27,353
-12,426
96
$6.59M 0.21%
150,945
-22,051
97
$6.53M 0.21%
86,243
+10,790
98
$6.51M 0.21%
36,762
-5,146
99
$6.39M 0.21%
145,106
+43,856
100
$6.35M 0.2%
68,686
+2,200
2 3
4
5 6