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
1126
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1127
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1128
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1129
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-6,220
1130
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1131
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1132
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-4,778
1133
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1134
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-120,182
1135
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-8,300
1136
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1137
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-2,252
1138
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-5,048
1139
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-3,748
1140
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1141
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1142
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1143
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1144
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1145
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1146
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1147
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1148
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1149
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1150
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-1,574
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