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
101
$6.32M 0.2%
63,503
+29,272
102
$6.26M 0.2%
69,463
-58,410
103
$6.17M 0.2%
9,920
-1,681
104
$6.14M 0.2%
29,155
+4,734
105
$6.06M 0.2%
80,113
-51,729
106
$6.02M 0.19%
54,593
-18,166
107
$5.99M 0.19%
11,843
+274
108
$5.96M 0.19%
282,600
+25,086
109
$5.95M 0.19%
55,332
-14,230
110
$5.93M 0.19%
116,925
+65,779
111
$5.84M 0.19%
77,155
-42,102
112
$5.76M 0.19%
31,518
-225
113
$5.68M 0.18%
82,844
-1,736
114
$5.64M 0.18%
131,182
+10,766
115
$5.51M 0.18%
10,455
-1,496
116
$5.43M 0.18%
61,792
-13,352
117
$5.39M 0.17%
122,630
-12,218
118
$5.34M 0.17%
85,743
-31,435
119
$5.28M 0.17%
58,911
-233
120
$5.19M 0.17%
73,843
-33,553
121
$5.19M 0.17%
196,967
+2,681
122
$5.18M 0.17%
28,005
-3,598
123
$5.15M 0.17%
223,434
-101,469
124
$5.08M 0.16%
218,301
-100,830
125
$5.05M 0.16%
54,585
+3,241
3 4
5
6 7