IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
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
+$24.6M
2
+$19.7M
3
+$18.5M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$12M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$11.9M

Top Sells

1
+$47.1M
2
+$30.9M
3
+$30.6M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$22.3M
5
WTMF icon
WisdomTree Managed Futures Strategy Fund
WTMF
+$17.6M

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
– –
-12,423
1080
– –
-2,172
1081
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-9,747
1082
– –
-1,219
1083
– –
-31,025
1084
– –
-5,790
1085
– –
-2,500
1086
– –
-1,096
1087
– –
-6,729
1088
– –
-6,177
1089
– –
-872
1090
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1091
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-458
1092
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-6,766
1093
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1094
– –
-5,600
1095
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1096
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-1,647
1097
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1098
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1099
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-2,747
1100
– –
-10,550
42 43
44
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