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
201
$3.07M 0.1%
13,601
-3,981
202
$2.91M 0.09%
27,351
-6,651
203
$2.89M 0.09%
28,984
+2,129
204
$2.88M 0.09%
11,357
-319
205
$2.88M 0.09%
71,838
-21,581
206
$2.86M 0.09%
71,111
-3,194
207
$2.85M 0.09%
52,985
-8,776
208
$2.84M 0.09%
116,861
-108,437
209
$2.84M 0.09%
125,033
-83,770
210
$2.79M 0.09%
51,232
+726
211
$2.79M 0.09%
24,315
-849
212
$2.78M 0.09%
157,022
-168
213
$2.76M 0.09%
23,893
-4,267
214
$2.76M 0.09%
48,700
-33,485
215
$2.74M 0.09%
52,381
-28,445
216
$2.72M 0.09%
105,135
-104,547
217
$2.7M 0.09%
65,112
-50,642
218
$2.63M 0.08%
4,426
-22
219
$2.63M 0.08%
38,962
-521
220
$2.63M 0.08%
115,868
+21,499
221
$2.62M 0.08%
13,981
-3,638
222
$2.61M 0.08%
10,879
-6,493
223
$2.61M 0.08%
10,291
-1,143
224
$2.58M 0.08%
35,909
-17,623
225
$2.57M 0.08%
63,349
-2,878
7 8
9
10 11