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
– –
-1,618
1202
– –
-5,061
1203
– –
-7,080
1204
– –
-233
1205
– –
-11,384
1206
– –
-13,051
1207
– –
-5,304
1208
– –
-1,327
1209
– –
-2,436
1210
– –
-12,000
1211
– –
-13,223
1212
– –
-624,137
1213
– –
-1,717
1214
– –
-10,352
1215
– –
-33,748
1216
– –
-19,566
1217
– –
-6,925
1218
– –
-6,831
1219
– –
-161,895
1220
– –
-1,072
1221
– –
-16,600
1222
– –
-3,257
1223
– –
-533
1224
– –
-10,621
1225
– –
-8,409
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