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
151
$4.12M 0.13%
40,585
+4,449
152
$4.11M 0.13%
85,922
-3,667
153
$4.05M 0.13%
36,098
+1,150
154
$3.96M 0.13%
79,003
-23,763
155
$3.93M 0.13%
64,117
-13,899
156
$3.92M 0.13%
141,560
-85,840
157
$3.92M 0.13%
78,197
+1,556
158
$3.92M 0.13%
25,751
-6,516
159
$3.89M 0.13%
64,259
-4,067
160
$3.85M 0.12%
65,116
-14,195
161
$3.8M 0.12%
112,074
+10,230
162
$3.79M 0.12%
52,805
+638
163
$3.78M 0.12%
31,304
-2,874
164
$3.76M 0.12%
55,460
+41,980
165
$3.75M 0.12%
250,601
-59,685
166
$3.72M 0.12%
11,124
-3,415
167
$3.7M 0.12%
41,909
-1,366
168
$3.69M 0.12%
6,450
-1,810
169
$3.67M 0.12%
62,699
-929
170
$3.65M 0.12%
37,796
+7,349
171
$3.62M 0.12%
158,891
-132,075
172
$3.6M 0.12%
9,937
-3,595
173
$3.6M 0.12%
28,194
-1,765
174
$3.6M 0.12%
8,489
-141
175
$3.58M 0.12%
10,181
-576
5 6
7
8 9