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
126
$5.03M 0.16%
34,747
-14,916
127
$5.01M 0.16%
99,498
-110,454
128
$5.01M 0.16%
130,603
-66,853
129
$4.99M 0.16%
41,494
-2,398
130
$4.92M 0.16%
42,574
+13,335
131
$4.86M 0.16%
56,793
+1,058
132
$4.85M 0.16%
32,617
-237
133
$4.81M 0.16%
108,450
-493,111
134
$4.81M 0.16%
48,315
-2,401
135
$4.75M 0.15%
128,873
+13,978
136
$4.69M 0.15%
23,657
-96
137
$4.6M 0.15%
51,580
-6,250
138
$4.6M 0.15%
4,336
-992
139
$4.54M 0.15%
38,415
+11,784
140
$4.49M 0.14%
32,478
-3,064
141
$4.4M 0.14%
88,328
-42,273
142
$4.36M 0.14%
70,072
-18,682
143
$4.34M 0.14%
38,371
-7,981
144
$4.34M 0.14%
114,460
+16,638
145
$4.33M 0.14%
50,902
-5,816
146
$4.25M 0.14%
160,380
-19,359
147
$4.22M 0.14%
37,882
-1,457
148
$4.15M 0.13%
22,820
-5,752
149
$4.15M 0.13%
101,932
-22,322
150
$4.14M 0.13%
9,721
-90
4 5
6
7 8