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
$3.95B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$13.5M
3
+$12.1M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$9.92M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.55M

Top Sells

1
+$11.8M
2
+$8.6M
3
+$8.5M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$8.31M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.95M

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 4.66%
3 Financials 3.71%
4 Industrials 2.92%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IRM icon
376
Iron Mountain
IRM
$24.5B
$1.66M 0.04%
16,290
-661
EDV icon
377
Vanguard World Funds Extended Duration ETF
EDV
$4B
$1.66M 0.04%
24,221
-9,875
FTSM icon
378
First Trust Enhanced Short Maturity ETF
FTSM
$6.25B
$1.65M 0.04%
27,564
+596
BSCR icon
379
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.3B
$1.65M 0.04%
83,502
+10,042
TKO icon
380
TKO Group
TKO
$15.4B
$1.64M 0.04%
8,141
-6,377
BSCQ icon
381
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.26B
$1.64M 0.04%
84,000
+10,219
ADP icon
382
Automatic Data Processing
ADP
$104B
$1.64M 0.04%
5,588
-279
PSX icon
383
Phillips 66
PSX
$55.4B
$1.64M 0.04%
12,042
+86
URA icon
384
Global X Uranium ETF
URA
$5.17B
$1.63M 0.04%
34,290
-3
ISRG icon
385
Intuitive Surgical
ISRG
$201B
$1.61M 0.04%
3,602
+775
CME icon
386
CME Group
CME
$100B
$1.61M 0.04%
5,951
+92
NOC icon
387
Northrop Grumman
NOC
$78.1B
$1.61M 0.04%
2,642
-105
SCHP icon
388
Schwab US TIPS ETF
SCHP
$14.7B
$1.61M 0.04%
59,680
-1,554
JTEK icon
389
JPMorgan US Tech Leaders ETF
JTEK
$3.14B
$1.59M 0.04%
16,888
+14,380
LIN icon
390
Linde
LIN
$191B
$1.59M 0.04%
3,353
+26
ICF icon
391
iShares Select U.S. REIT ETF
ICF
$1.89B
$1.59M 0.04%
25,826
+658
HTGC icon
392
Hercules Capital
HTGC
$3.34B
$1.59M 0.04%
84,077
+3,280
FPF
393
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.12B
$1.59M 0.04%
82,843
+587
FNDF icon
394
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$1.58M 0.04%
36,739
+2,143
CSX icon
395
CSX Corp
CSX
$65.1B
$1.58M 0.04%
44,430
-150
EVRG icon
396
Evergy
EVRG
$17.2B
$1.57M 0.04%
20,651
+123
CB icon
397
Chubb
CB
$116B
$1.56M 0.04%
5,524
+781
ACN icon
398
Accenture
ACN
$162B
$1.56M 0.04%
6,321
-3,428
BK icon
399
Bank of New York Mellon
BK
$78.2B
$1.55M 0.04%
14,201
+99
CRDO icon
400
Credo Technology Group
CRDO
$32.6B
$1.55M 0.04%
10,624
+276
14 15
16
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