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
$3.95B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$13.3M
3
+$11.2M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.19M
5
PLTZ
Defiance Daily Target 2x Short PLTR ETF
PLTZ
+$9.05M

Top Sells

1
+$11M
2
+$8.58M
3
+$8.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$8.18M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.78M

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 4.66%
3 Financials 3.71%
4 Industrials 2.92%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QGRO icon
226
American Century US Quality Growth ETF
QGRO
$2.13B
$3.46M 0.09%
30,281
+202
SCHM icon
227
Schwab US Mid-Cap ETF
SCHM
$13.5B
$3.46M 0.09%
116,842
-107
AXP icon
228
American Express
AXP
$213B
$3.46M 0.09%
10,424
+62
DIA icon
229
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44B
$3.45M 0.09%
7,446
+631
XBI icon
230
State Street SPDR S&P Biotech ETF
XBI
$8.24B
$3.45M 0.09%
34,457
+415
ROKU icon
231
Roku
ROKU
$14.2B
$3.43M 0.09%
34,285
+421
IVE icon
232
iShares S&P 500 Value ETF
IVE
$50.2B
$3.43M 0.09%
16,597
+192
VFH icon
233
Vanguard Financials ETF
VFH
$12.9B
$3.35M 0.08%
25,622
-1,098
FPE icon
234
First Trust Preferred Securities and Income ETF
FPE
$6.47B
$3.3M 0.08%
180,989
+4,136
MAR icon
235
Marriott International
MAR
$89.4B
$3.27M 0.08%
12,533
-122
R icon
236
Ryder
R
$8.48B
$3.27M 0.08%
17,321
-1,656
HEFA icon
237
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.08B
$3.27M 0.08%
82,467
-2,409
FLIN icon
238
Franklin FTSE India ETF
FLIN
$2.97B
$3.25M 0.08%
87,076
-15,348
TAXF icon
239
American Century Diversified Municipal Bond ETF
TAXF
$571M
$3.22M 0.08%
64,007
-4,645
TSM icon
240
TSMC
TSM
$1.86T
$3.19M 0.08%
11,419
+165
DFAS icon
241
Dimensional US Small Cap ETF
DFAS
$13.3B
$3.19M 0.08%
46,583
+1,627
VHT icon
242
Vanguard Health Care ETF
VHT
$17.5B
$3.18M 0.08%
12,067
+207
ARCC icon
243
Ares Capital
ARCC
$13.8B
$3.17M 0.08%
155,372
+1,546
SIL icon
244
Global X Silver Miners ETF NEW
SIL
$6.64B
$3.17M 0.08%
44,200
+18,637
CRM icon
245
Salesforce
CRM
$183B
$3.16M 0.08%
13,316
-1,802
GD icon
246
General Dynamics
GD
$98.5B
$3.11M 0.08%
9,112
+129
LRCX icon
247
Lam Research
LRCX
$278B
$3.1M 0.08%
23,158
-675
MU icon
248
Micron Technology
MU
$454B
$3.02M 0.08%
18,011
+53
HON icon
249
Honeywell
HON
$156B
$3.02M 0.08%
14,343
-545
CGGR icon
250
Capital Group Growth ETF
CGGR
$20.4B
$3.02M 0.08%
68,666
+50,126
8 9
10
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