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
UBER icon
326
Uber
UBER
$158B
$2.13M 0.05%
26,034
-59
ISRG icon
327
Intuitive Surgical
ISRG
$178B
$2.12M 0.05%
3,749
+147
SPTI icon
328
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.52B
$2.12M 0.05%
73,486
+44,103
IYJ icon
329
iShares US Industrials ETF
IYJ
$2.37B
$2.11M 0.05%
13,882
-37
NVDD icon
330
Direxion Daily NVDA Bear 1X Shares
NVDD
$27M
$2.1M 0.05%
+54,700
VBK icon
331
Vanguard Small-Cap Growth ETF
VBK
$21.2B
$2.08M 0.05%
6,900
-46
BSCQ icon
332
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.16B
$2.07M 0.05%
105,843
+21,843
XERS icon
333
Xeris Biopharma Holdings
XERS
$991M
$2.07M 0.05%
263,531
+5,356
BSCR icon
334
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$2.06M 0.05%
104,427
+20,925
FDN icon
335
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.72B
$2.05M 0.05%
7,605
-99
EALT icon
336
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$171M
$2.03M 0.05%
56,697
-10,378
DUK icon
337
Duke Energy
DUK
$103B
$2.03M 0.05%
17,330
+272
EMR icon
338
Emerson Electric
EMR
$82B
$2.01M 0.05%
15,149
-1,050
NSC icon
339
Norfolk Southern
NSC
$71.5B
$2M 0.05%
6,926
-647
JEPI icon
340
JPMorgan Equity Premium Income ETF
JEPI
$44.3B
$2M 0.05%
34,778
-559
PSLV icon
341
Sprott Physical Silver Trust
PSLV
$17.5B
$1.98M 0.05%
83,700
-44,925
PSX icon
342
Phillips 66
PSX
$65.9B
$1.98M 0.05%
15,326
+3,284
PCT icon
343
PureCycle Technologies
PCT
$1.14B
$1.97M 0.05%
229,876
+72,663
SCHB icon
344
Schwab US Broad Market ETF
SCHB
$38.6B
$1.97M 0.05%
75,276
+4,202
GILD icon
345
Gilead Sciences
GILD
$184B
$1.97M 0.05%
16,018
+3,783
MLPA icon
346
Global X MLP ETF
MLPA
$2.14B
$1.96M 0.05%
40,574
+35,001
CMG icon
347
Chipotle Mexican Grill
CMG
$47.8B
$1.96M 0.05%
53,018
+29,644
SRLN icon
348
State Street Blackstone Senior Loan ETF
SRLN
$5.55B
$1.96M 0.05%
47,433
+4,448
BK icon
349
Bank of New York Mellon
BK
$81.8B
$1.95M 0.05%
16,817
+2,616
MDT icon
350
Medtronic
MDT
$123B
$1.94M 0.05%
20,229
-694
12 13
14
15 16