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
VZ icon
251
Verizon
VZ
$215B
$3.27M 0.08%
80,369
-3,250
LOW icon
252
Lowe's Companies
LOW
$144B
$3.27M 0.08%
13,544
+1,680
FPE icon
253
First Trust Preferred Securities and Income ETF
FPE
$6.47B
$3.26M 0.08%
179,165
-1,824
XBI icon
254
State Street SPDR S&P Biotech ETF
XBI
$8.18B
$3.24M 0.08%
26,597
-7,860
INTC icon
255
Intel
INTC
$222B
$3.24M 0.08%
87,815
+4,323
ARCC icon
256
Ares Capital
ARCC
$13.7B
$3.22M 0.08%
159,277
+3,905
R icon
257
Ryder
R
$8.48B
$3.19M 0.08%
16,648
-673
TAXF icon
258
American Century Diversified Municipal Bond ETF
TAXF
$571M
$3.18M 0.08%
63,114
-893
CGGR icon
259
Capital Group Growth ETF
CGGR
$20.4B
$3.17M 0.08%
71,393
+2,727
SFLR icon
260
Innovator Equity Managed Floor ETF
SFLR
$1.5B
$3.13M 0.08%
84,616
+5,441
GD icon
261
General Dynamics
GD
$98.5B
$3.12M 0.08%
9,270
+158
NOW icon
262
ServiceNow
NOW
$118B
$3.12M 0.08%
20,361
-214
CAOS icon
263
Alpha Architect Tail Risk ETF
CAOS
$591M
$3.07M 0.07%
+34,132
VOT icon
264
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$3.02M 0.07%
10,819
-3,905
TTD icon
265
Trade Desk
TTD
$12.1B
$2.96M 0.07%
78,030
-16,806
TXN icon
266
Texas Instruments
TXN
$185B
$2.96M 0.07%
17,059
+3,778
ANGL icon
267
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.13B
$2.94M 0.07%
100,005
+22,070
QEFA icon
268
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.05B
$2.93M 0.07%
32,275
+208
PFE icon
269
Pfizer
PFE
$151B
$2.91M 0.07%
117,040
-60,771
VTEB icon
270
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.5B
$2.88M 0.07%
57,185
+7,143
RWL icon
271
Invesco S&P 500 Revenue ETF
RWL
$8.15B
$2.87M 0.07%
25,104
+2,921
HON icon
272
Honeywell
HON
$154B
$2.86M 0.07%
14,672
+329
ETN icon
273
Eaton
ETN
$139B
$2.85M 0.07%
8,941
-343
F icon
274
Ford
F
$52.1B
$2.85M 0.07%
217,046
-608
ET icon
275
Energy Transfer Partners
ET
$64.6B
$2.84M 0.07%
172,243
+11,376
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