IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.64B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,211
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$19.5M
3
+$14.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$13.2M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$12.3M

Top Sells

1
+$16.5M
2
+$13.3M
3
+$12.3M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$8.55M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.49M

Sector Composition

1 Technology 11.17%
2 Consumer Discretionary 4.29%
3 Financials 3.92%
4 Industrials 2.86%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SFLR icon
276
Innovator Equity Managed Floor ETF
SFLR
$1.08B
$2.42M 0.07%
72,034
+17,583
QYLD icon
277
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.43B
$2.39M 0.07%
143,093
-469,129
SCZ icon
278
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
$2.38M 0.07%
32,775
-1,718
SPTS icon
279
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.77B
$2.38M 0.07%
81,298
+23,829
F icon
280
Ford
F
$52.6B
$2.38M 0.07%
219,180
-19,276
IEMG icon
281
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$2.38M 0.07%
39,578
-7,753
UNP icon
282
Union Pacific
UNP
$132B
$2.37M 0.07%
10,321
+157
LOW icon
283
Lowe's Companies
LOW
$128B
$2.37M 0.07%
10,686
+823
LMBS icon
284
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.4B
$2.37M 0.07%
48,119
+576
SCHB icon
285
Schwab US Broad Market ETF
SCHB
$37.4B
$2.36M 0.06%
98,968
-25,544
MOO icon
286
VanEck Agribusiness ETF
MOO
$599M
$2.35M 0.06%
31,880
-3,517
SO icon
287
Southern Company
SO
$99.9B
$2.33M 0.06%
25,394
-774
PLTD
288
Direxion Daily PLTR Bear 1X Shares
PLTD
$44.3M
$2.32M 0.06%
+248,200
LRCX icon
289
Lam Research
LRCX
$186B
$2.32M 0.06%
23,833
+372
SCHV icon
290
Schwab US Large-Cap Value ETF
SCHV
$14B
$2.32M 0.06%
83,720
-3,214
KNG icon
291
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.66B
$2.32M 0.06%
47,172
+14,904
ANGL icon
292
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.04B
$2.31M 0.06%
78,876
+819
EDV icon
293
Vanguard World Funds Extended Duration ETF
EDV
$3.88B
$2.29M 0.06%
34,096
-15,636
BLK icon
294
Blackrock
BLK
$164B
$2.29M 0.06%
2,185
+67
RWL icon
295
Invesco S&P 500 Revenue ETF
RWL
$7.03B
$2.22M 0.06%
21,290
-388
FDVV icon
296
Fidelity High Dividend ETF
FDVV
$6.99B
$2.22M 0.06%
42,613
-2,122
MU icon
297
Micron Technology
MU
$277B
$2.21M 0.06%
17,958
-293
IYJ icon
298
iShares US Industrials ETF
IYJ
$1.65B
$2.21M 0.06%
15,515
-111
BUFZ icon
299
FT Vest Laddered Moderate Buffer ETF
BUFZ
$638M
$2.2M 0.06%
88,273
-8,466
AXON icon
300
Axon Enterprise
AXON
$43.7B
$2.19M 0.06%
2,642
+113
10 11
12
13 14