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
COWG icon
376
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.28B
$1.77M 0.04%
50,375
+30,886
COIN icon
377
Coinbase
COIN
$55.2B
$1.77M 0.04%
7,824
-284
SHOP icon
378
Shopify
SHOP
$169B
$1.75M 0.04%
10,875
+768
FNDF icon
379
Schwab Fundamental International Large Company Index ETF
FNDF
$22.2B
$1.75M 0.04%
38,712
+1,973
CME icon
380
CME Group
CME
$115B
$1.75M 0.04%
6,358
+407
KLAC icon
381
KLA
KLAC
$193B
$1.74M 0.04%
1,432
+135
COHR icon
382
Coherent
COHR
$51.5B
$1.73M 0.04%
9,381
+167
CB icon
383
Chubb
CB
$131B
$1.73M 0.04%
5,542
+18
TKO icon
384
TKO Group
TKO
$17.1B
$1.71M 0.04%
8,171
+30
FTSM icon
385
First Trust Enhanced Short Maturity ETF
FTSM
$6.37B
$1.7M 0.04%
28,289
+725
IDEV icon
386
iShares Core MSCI International Developed Markets ETF
IDEV
$28.8B
$1.67M 0.04%
19,592
+9,557
FFTY icon
387
Innovator IBD 50 ETF
FFTY
$92.3M
$1.66M 0.04%
47,794
+152
CSX icon
388
CSX Corp
CSX
$79.6B
$1.66M 0.04%
45,563
+1,133
RYAN icon
389
Ryan Specialty Holdings
RYAN
$5.12B
$1.65M 0.04%
31,914
-453
DLR icon
390
Digital Realty Trust
DLR
$62.8B
$1.64M 0.04%
10,627
-3,757
MOO icon
391
VanEck Agribusiness ETF
MOO
$1B
$1.64M 0.04%
22,543
-8,671
HTGC icon
392
Hercules Capital
HTGC
$2.75B
$1.64M 0.04%
86,883
+2,806
NULG icon
393
Nuveen ESG Large-Cap Growth ETF
NULG
$2.24B
$1.63M 0.04%
16,677
-563
NKE icon
394
Nike
NKE
$86.8B
$1.63M 0.04%
25,525
+15,686
VXUS icon
395
Vanguard Total International Stock ETF
VXUS
$134B
$1.62M 0.04%
21,422
+1,245
AZN icon
396
AstraZeneca
AZN
$313B
$1.61M 0.04%
17,527
+54
SPIB icon
397
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$1.6M 0.04%
47,205
+39,180
XNTK icon
398
State Street SPDR NYSE Technology ETF
XNTK
$1.53B
$1.59M 0.04%
5,737
+258
SPYD icon
399
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.51B
$1.59M 0.04%
36,761
+28,583
PLD icon
400
Prologis
PLD
$130B
$1.59M 0.04%
12,447
+2,043
14 15
16
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