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
1076
$6.65K ﹤0.01%
551
-9
1077
$5.77K ﹤0.01%
14,000
+3,000
1078
$1.39K ﹤0.01%
11,613
1079
– –
-1,072
1080
– –
-16,600
1081
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-3,257
1082
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-533
1083
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-10,621
1084
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-8,409
1085
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-12,645
1086
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-2,830
1087
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-4,064
1088
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-150
1089
– –
-9,194
1090
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1091
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-35,740
1092
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1093
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1094
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1095
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1096
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1097
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1098
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1099
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-9,747
1100
– –
-1,219
42 43
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