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
IBMO icon
351
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$577M
$1.94M 0.05%
75,666
+33,407
IFEB icon
352
Innovator International Developed Power Buffer ETF February
IFEB
$85.4M
$1.93M 0.05%
+62,664
SHLD icon
353
Global X Defense Tech ETF
SHLD
$7.77B
$1.92M 0.05%
29,638
+8,263
WFC icon
354
Wells Fargo
WFC
$259B
$1.92M 0.05%
20,596
+150
DNP icon
355
DNP Select Income Fund
DNP
$3.99B
$1.91M 0.05%
191,254
-11,164
WM icon
356
Waste Management
WM
$98.4B
$1.9M 0.05%
8,664
-63
HEI icon
357
HEICO Corp
HEI
$44.6B
$1.9M 0.05%
5,865
-3
TGT icon
358
Target
TGT
$54.4B
$1.9M 0.05%
19,392
-315
SBUX icon
359
Starbucks
SBUX
$111B
$1.89M 0.05%
22,325
-1,203
TRV icon
360
Travelers Companies
TRV
$67.5B
$1.88M 0.05%
6,466
+47
KNG icon
361
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.53B
$1.87M 0.05%
38,116
-12,059
AZ icon
362
A2Z Smart Technologies
AZ
$232M
$1.87M 0.05%
287,728
+60,865
COP icon
363
ConocoPhillips
COP
$141B
$1.87M 0.05%
19,978
+775
GWX icon
364
State Street SPDR S&P International Small Cap ETF
GWX
$875M
$1.86M 0.05%
45,143
-4,099
XSVM icon
365
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$587M
$1.85M 0.05%
32,464
+6,482
HYMB icon
366
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.01B
$1.84M 0.04%
73,766
-5,915
VST icon
367
Vistra
VST
$55.4B
$1.83M 0.04%
11,357
+249
PH icon
368
Parker-Hannifin
PH
$125B
$1.82M 0.04%
2,074
+83
TJX icon
369
TJX Companies
TJX
$180B
$1.82M 0.04%
11,845
+186
CMI icon
370
Cummins
CMI
$79.3B
$1.81M 0.04%
3,538
-675
SPHY icon
371
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.7B
$1.8M 0.04%
76,200
+1,404
SHW icon
372
Sherwin-Williams
SHW
$86.1B
$1.8M 0.04%
5,559
+16
AFL icon
373
Aflac
AFL
$58.3B
$1.79M 0.04%
16,228
-1,813
IJS icon
374
iShares S&P Small-Cap 600 Value ETF
IJS
$7.6B
$1.79M 0.04%
15,732
-219
PGJ icon
375
Invesco Golden Dragon China ETF
PGJ
$118M
$1.78M 0.04%
61,840
+5,782
13 14
15
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