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
1026
$193K 0.01%
11,852
-209
1027
$191K 0.01%
20,052
-14,757
1028
$191K 0.01%
10,176
+1,275
1029
$184K 0.01%
13,105
1030
$178K 0.01%
11,330
-7,291
1031
$175K 0.01%
+10,442
1032
$173K 0.01%
12,000
-12,000
1033
$170K 0.01%
14,542
-4,942
1034
$169K 0.01%
11,104
+231
1035
$169K 0.01%
14,785
-1,915
1036
$168K 0.01%
40,467
+3,774
1037
$154K 0.01%
11,832
-1,046
1038
$146K ﹤0.01%
220,675
-4,941
1039
$146K ﹤0.01%
+10,161
1040
$138K ﹤0.01%
12,791
-44,419
1041
$134K ﹤0.01%
10,490
1042
$131K ﹤0.01%
10,223
-9,129
1043
$130K ﹤0.01%
4,828
-823
1044
$125K ﹤0.01%
26,000
+6,000
1045
$117K ﹤0.01%
22,873
-10,827
1046
$114K ﹤0.01%
14,010
-1,895
1047
$101K ﹤0.01%
10,958
+681
1048
$96.8K ﹤0.01%
27,350
-2,000
1049
$94.9K ﹤0.01%
13,350
1050
$91.6K ﹤0.01%
32,121
40 41
42
43 44