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
1101
– –
-10,550
1102
– –
-9,042
1103
– –
-63,415
1104
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-13,196
1105
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-2,163
1106
– –
-1,918
1107
– –
-2,806
1108
– –
-120,182
1109
– –
-8,300
1110
– –
-13,476
1111
– –
-2,252
1112
– –
-5,048
1113
– –
-3,748
1114
– –
-2,422
1115
– –
-4,574
1116
– –
-2,028
1117
– –
-6,973
1118
– –
-2,252
1119
– –
-3,422
1120
– –
-6,590
1121
– –
-10,826
1122
– –
-978
1123
– –
-10,311
1124
– –
-1,574
1125
– –
-9,721
43 44
45
46 47