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
1001
$211K 0.01%
+23,715
1002
$211K 0.01%
+1,855
1003
$210K 0.01%
6,414
-2,568
1004
$209K 0.01%
1,202
-433
1005
$209K 0.01%
581
-173
1006
$208K 0.01%
+466
1007
$208K 0.01%
+2,655
1008
$208K 0.01%
+856
1009
$208K 0.01%
3,475
-2,874
1010
$207K 0.01%
+4,498
1011
$207K 0.01%
778
-100
1012
$207K 0.01%
163
-25
1013
$207K 0.01%
1,435
-1,331
1014
$206K 0.01%
+2,472
1015
$205K 0.01%
9,824
-6,296
1016
$205K 0.01%
+1,749
1017
$205K 0.01%
2,265
-3,598
1018
$204K 0.01%
5,050
-2,965
1019
$203K 0.01%
8,431
-1,519
1020
$202K 0.01%
+8,705
1021
$201K 0.01%
+1,531
1022
$201K 0.01%
+4,756
1023
$201K 0.01%
14,950
+1,841
1024
$199K 0.01%
+16,415
1025
$196K 0.01%
21,147
+139
39 40
41
42 43