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
976
$224K 0.01%
4,141
+27
977
$224K 0.01%
+6,501
978
$224K 0.01%
3,220
-2,094
979
$223K 0.01%
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-48
980
$222K 0.01%
1,338
+87
981
$221K 0.01%
19,626
-1,644
982
$221K 0.01%
6,899
983
$221K 0.01%
+2,165
984
$221K 0.01%
69
-50
985
$221K 0.01%
2,733
-2,364
986
$220K 0.01%
2,308
-1,587
987
$219K 0.01%
3,193
-68
988
$219K 0.01%
+4,742
989
$219K 0.01%
+1,725
990
$219K 0.01%
2,737
-80
991
$218K 0.01%
3,579
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$218K 0.01%
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993
$218K 0.01%
5,038
-2,032
994
$217K 0.01%
3,591
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995
$216K 0.01%
+5,855
996
$215K 0.01%
3,293
-341
997
$215K 0.01%
6,875
-703
998
$214K 0.01%
11,311
-2,455
999
$214K 0.01%
+6,010
1000
$212K 0.01%
411
-57
38 39
40
41 42