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
1051
$89.9K ﹤0.01%
+13,496
1052
$87.5K ﹤0.01%
52,080
1053
$87.5K ﹤0.01%
+10,386
1054
$83.7K ﹤0.01%
15,241
+1,480
1055
$79.9K ﹤0.01%
51,235
-800
1056
$70.5K ﹤0.01%
38,497
-6,100
1057
$67.7K ﹤0.01%
12,006
+25
1058
$62K ﹤0.01%
11,110
-2,425
1059
$57.4K ﹤0.01%
11,425
-320
1060
$57.1K ﹤0.01%
+13,089
1061
$56.5K ﹤0.01%
10,000
-375
1062
$52K ﹤0.01%
+13,651
1063
$38.1K ﹤0.01%
12,700
-550
1064
$37.6K ﹤0.01%
1,210
-247
1065
$36K ﹤0.01%
24,000
-5,500
1066
$32K ﹤0.01%
12,000
+2,000
1067
$31.6K ﹤0.01%
+10,270
1068
$29.2K ﹤0.01%
+13,987
1069
$28K ﹤0.01%
10,296
-9,677
1070
$22.4K ﹤0.01%
10,502
-2,139
1071
$19.5K ﹤0.01%
+14,636
1072
$15.8K ﹤0.01%
+10,596
1073
$12.5K ﹤0.01%
+500
1074
$12.2K ﹤0.01%
+12,000
1075
$10.7K ﹤0.01%
714
+371
41 42
43
44 45