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
GEV icon
326
GE Vernova
GEV
$157B
$1.87M 0.05%
3,543
+315
AMAT icon
327
Applied Materials
AMAT
$180B
$1.87M 0.05%
10,228
+244
PALL icon
328
abrdn Physical Palladium Shares ETF
PALL
$657M
$1.87M 0.05%
18,608
+13,495
GLDM icon
329
SPDR Gold MiniShares Trust
GLDM
$22.2B
$1.87M 0.05%
28,537
+1,498
RDVI icon
330
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.32B
$1.86M 0.05%
75,319
+40,308
JEPI icon
331
JPMorgan Equity Premium Income ETF
JEPI
$41.2B
$1.86M 0.05%
32,691
-668
ABNB icon
332
Airbnb
ABNB
$74B
$1.86M 0.05%
14,034
+2,625
SHYG icon
333
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
$1.85M 0.05%
42,937
-1,828
GWX icon
334
SPDR S&P International Small Cap ETF
GWX
$923M
$1.84M 0.05%
49,525
-939
IWY icon
335
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$1.83M 0.05%
7,414
-3,788
ONEY icon
336
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$870M
$1.82M 0.05%
16,798
-1,830
MDT icon
337
Medtronic
MDT
$123B
$1.82M 0.05%
20,858
+269
VIGI icon
338
Vanguard International Dividend Appreciation ETF
VIGI
$8.62B
$1.81M 0.05%
20,133
+16,459
ADP icon
339
Automatic Data Processing
ADP
$102B
$1.81M 0.05%
5,867
-552
JMUB icon
340
JPMorgan Municipal ETF
JMUB
$3.76B
$1.79M 0.05%
36,068
+28,240
BMY icon
341
Bristol-Myers Squibb
BMY
$95B
$1.77M 0.05%
38,251
-5,338
ADBE icon
342
Adobe
ADBE
$139B
$1.75M 0.05%
4,519
-139
SPSB icon
343
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.91B
$1.74M 0.05%
57,784
-20,468
SCHR icon
344
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
$1.74M 0.05%
69,554
-24,298
IRM icon
345
Iron Mountain
IRM
$27B
$1.74M 0.05%
16,951
-138
JGRO icon
346
JPMorgan Active Growth ETF
JGRO
$7.48B
$1.74M 0.05%
20,198
-6,070
TRV icon
347
Travelers Companies
TRV
$64.1B
$1.73M 0.05%
6,477
-76
PHYS icon
348
Sprott Physical Gold
PHYS
$15B
$1.72M 0.05%
67,837
-658
RZG icon
349
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$99.6M
$1.72M 0.05%
33,992
-214
O icon
350
Realty Income
O
$52.3B
$1.71M 0.05%
29,631
-1,748
12 13
14
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