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
1201
– –
-4,574
1202
– –
-2,028
1203
– –
-6,973
1204
– –
-6,344
1205
– –
-18,393
1206
– –
-3,027
1207
– –
-4,984
1208
– –
-4,321
1209
– –
-432
1210
– –
-2,034
1211
– –
-2,262
1212
– –
-3,096
1213
– –
-1,600
1214
– –
-6,775
1215
– –
-5,567
1216
– –
-2,644
1217
– –
-1,359
1218
– –
-838
1219
– –
-30,167
1220
– –
-4,530
1221
– –
-859
1222
– –
-5,061
1223
– –
-7,080
1224
– –
-233
1225
– –
-11,384
46 47 48
49
50