IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.11B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,263
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$14.2M
3
+$11.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$10.3M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$8.5M

Top Sells

1
+$59.4M
2
+$15.4M
3
+$10.7M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$7.68M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$7.08M

Sector Composition

1 Technology 11.13%
2 Consumer Discretionary 4.55%
3 Financials 3.68%
4 Industrials 2.86%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
226
Deere & Co
DE
$167B
$3.64M 0.09%
7,806
+181
FIDU icon
227
Fidelity MSCI Industrials Index ETF
FIDU
$1.99B
$3.62M 0.09%
43,945
+732
IGM icon
228
iShares Expanded Tech Sector ETF
IGM
$8.25B
$3.61M 0.09%
27,988
-766
D icon
229
Dominion Energy
D
$54.8B
$3.61M 0.09%
61,564
+510
JBND icon
230
JPMorgan Active Bond ETF
JBND
$6.57B
$3.59M 0.09%
66,436
+58,313
IEMG icon
231
iShares Core MSCI Emerging Markets ETF
IEMG
$140B
$3.58M 0.09%
53,259
+13,883
TSM icon
232
TSMC
TSM
$1.87T
$3.56M 0.09%
11,701
+282
T icon
233
AT&T
T
$201B
$3.5M 0.09%
140,997
+698
HEFA icon
234
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.08B
$3.46M 0.08%
83,644
+1,177
QFLR icon
235
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$481M
$3.44M 0.08%
99,309
-23,532
FLIN icon
236
Franklin FTSE India ETF
FLIN
$2.97B
$3.43M 0.08%
89,000
+1,924
ROKU icon
237
Roku
ROKU
$14.1B
$3.43M 0.08%
31,616
-2,669
VB icon
238
Vanguard Small-Cap ETF
VB
$73.5B
$3.43M 0.08%
13,280
-872
MAIN icon
239
Main Street Capital
MAIN
$5.24B
$3.42M 0.08%
56,687
+281
JGRO icon
240
JPMorgan Active Growth ETF
JGRO
$8.44B
$3.42M 0.08%
36,847
+23,505
IVE icon
241
iShares S&P 500 Value ETF
IVE
$50.2B
$3.41M 0.08%
16,066
-531
CRM icon
242
Salesforce
CRM
$183B
$3.4M 0.08%
12,953
-363
VHT icon
243
Vanguard Health Care ETF
VHT
$17.5B
$3.4M 0.08%
11,793
-274
QGRO icon
244
American Century US Quality Growth ETF
QGRO
$2.13B
$3.4M 0.08%
29,667
-614
STPZ icon
245
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$439M
$3.4M 0.08%
63,298
-49,488
VFH icon
246
Vanguard Financials ETF
VFH
$12.9B
$3.39M 0.08%
25,475
-147
DFAS icon
247
Dimensional US Small Cap ETF
DFAS
$13.3B
$3.38M 0.08%
48,495
+1,912
UNH icon
248
UnitedHealth
UNH
$265B
$3.38M 0.08%
10,264
-198
TCAF icon
249
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.42B
$3.35M 0.08%
87,558
+65,174
ARKK icon
250
ARK Innovation ETF
ARKK
$6.5B
$3.33M 0.08%
43,414
-3,079
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