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
1101
– –
-4,558
1102
– –
-1,647
1103
– –
-3,873
1104
– –
-53,847
1105
– –
-2,747
1106
– –
-10,550
1107
– –
-1,710
1108
– –
-8,748
1109
– –
-7,786
1110
– –
-4,424
1111
– –
-1,340
1112
– –
-422
1113
– –
-139,512
1114
– –
-456
1115
– –
-1,066
1116
– –
-6,452
1117
– –
-16,550
1118
– –
-2,606
1119
– –
-2,252
1120
– –
-3,422
1121
– –
-6,590
1122
– –
-10,826
1123
– –
-978
1124
– –
-10,311
1125
– –
-1,574
43 44
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