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
AVUV icon
276
Avantis US Small Cap Value ETF
AVUV
$23.5B
$2.83M 0.07%
27,728
+1,399
VV icon
277
Vanguard Large-Cap ETF
VV
$47.4B
$2.78M 0.07%
8,834
+317
MUB icon
278
iShares National Muni Bond ETF
MUB
$42.8B
$2.78M 0.07%
25,949
+1,980
OMFS icon
279
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$277M
$2.75M 0.07%
61,892
-627
MMM icon
280
3M
MMM
$85B
$2.75M 0.07%
17,167
-43
HUBB icon
281
Hubbell
HUBB
$26.1B
$2.74M 0.07%
6,176
+31
VGLT icon
282
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$2.73M 0.07%
48,971
-648
BLK icon
283
Blackrock
BLK
$163B
$2.7M 0.07%
2,524
+356
UNOV icon
284
Innovator US Equity Ultra Buffer ETF November
UNOV
$171M
$2.67M 0.06%
69,462
+50,891
UPS icon
285
United Parcel Service
UPS
$94.3B
$2.66M 0.06%
26,759
+15,732
BMY icon
286
Bristol-Myers Squibb
BMY
$127B
$2.65M 0.06%
49,183
+2,763
SCZ icon
287
iShares MSCI EAFE Small-Cap ETF
SCZ
$14B
$2.65M 0.06%
32,946
+338
JEPQ icon
288
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.4B
$2.63M 0.06%
45,178
+4,669
SIL icon
289
Global X Silver Miners ETF NEW
SIL
$6.66B
$2.58M 0.06%
30,950
-13,250
JMST icon
290
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.17B
$2.57M 0.06%
50,418
+4,403
FTHI icon
291
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.01B
$2.55M 0.06%
107,901
-15,636
DIVB icon
292
iShares Core Dividend ETF
DIVB
$1.3B
$2.54M 0.06%
47,758
-9,457
AMAT icon
293
Applied Materials
AMAT
$284B
$2.52M 0.06%
9,808
-821
FDVV icon
294
Fidelity High Dividend ETF
FDVV
$8.77B
$2.52M 0.06%
44,516
+2,110
DELL icon
295
Dell
DELL
$97.3B
$2.48M 0.06%
19,731
+1,980
AEM icon
296
Agnico Eagle Mines
AEM
$115B
$2.47M 0.06%
14,541
-2,972
CALF icon
297
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.46B
$2.43M 0.06%
54,804
-8,178
RSPN icon
298
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$926M
$2.43M 0.06%
+42,840
PHYS icon
299
Sprott Physical Gold
PHYS
$18.8B
$2.42M 0.06%
73,166
+5,323
FCX icon
300
Freeport-McMoran
FCX
$95.5B
$2.41M 0.06%
47,524
-8,138
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