IWM

IHT Wealth Management Portfolio holdings

AUM $3.64B
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
1
$115M 3.72%
460,566
-131,017
2
$89M 2.87%
174,046
-93,134
3
$84.1M 2.71%
1,670,313
-235,280
4
$71.5M 2.31%
532,413
-93,196
5
$58.8M 1.9%
852,437
+62,461
6
$55.8M 1.8%
638,984
+37,546
7
$54.2M 1.75%
92,480
-10,033
8
$51M 1.64%
120,895
-17,347
9
$48.6M 1.57%
1,593,651
+66,819
10
$44.5M 1.43%
869,440
-49,058
11
$43.2M 1.39%
197,075
-44,960
12
$42.9M 1.38%
488,049
-1,914
13
$38.4M 1.24%
215,653
+7,995
14
$37.1M 1.2%
63,053
-17,104
15
$34.9M 1.12%
157,769
-134,177
16
$30.3M 0.98%
1,211,885
+131,056
17
$28.5M 0.92%
122,459
-6,084
18
$25.6M 0.82%
471,303
+89,194
19
$24.4M 0.79%
+518,878
20
$23.8M 0.77%
564,957
-277,278
21
$23M 0.74%
301,256
+247,227
22
$22.7M 0.73%
283,335
+224,627
23
$22.5M 0.73%
38,493
-14,188
24
$22.5M 0.73%
658,761
-39,498
25
$22.2M 0.72%
228,851
+124
1
2 3 4 5