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
176
$3.56M 0.11%
10,714
-952
177
$3.52M 0.11%
15,992
-3,837
178
$3.51M 0.11%
22,819
-7,828
179
$3.48M 0.11%
116,657
-2,765
180
$3.46M 0.11%
391,935
-33,854
181
$3.46M 0.11%
7,111
-403
182
$3.43M 0.11%
34,505
-6,594
183
$3.42M 0.11%
73,659
+7,594
184
$3.42M 0.11%
43,917
-6,546
185
$3.38M 0.11%
84,401
-31,000
186
$3.37M 0.11%
12,777
-4,950
187
$3.35M 0.11%
20,229
+1,991
188
$3.33M 0.11%
11,948
-1,374
189
$3.33M 0.11%
12,783
+18
190
$3.33M 0.11%
113,741
-38,222
191
$3.28M 0.11%
40,506
-54
192
$3.24M 0.1%
165,612
-804
193
$3.23M 0.1%
29,250
-24,346
194
$3.23M 0.1%
35,237
-30,879
195
$3.22M 0.1%
147,120
+4,085
196
$3.18M 0.1%
31,104
-985
197
$3.16M 0.1%
48,614
-17,242
198
$3.16M 0.1%
18,979
-2,631
199
$3.12M 0.1%
89,923
-51
200
$3.1M 0.1%
19,734
-1,411
6 7
8
9 10