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
ISRG icon
376
Intuitive Surgical
ISRG
$190B
$1.54M 0.04%
2,827
+405
EPI icon
377
WisdomTree India Earnings Fund ETF
EPI
$2.7B
$1.53M 0.04%
32,251
+2,480
BFC icon
378
Bank First Corp
BFC
$1.45B
$1.52M 0.04%
12,948
-121
VOT icon
379
Vanguard Mid-Cap Growth ETF
VOT
$18.3B
$1.51M 0.04%
5,324
+255
KMI icon
380
Kinder Morgan
KMI
$62.2B
$1.51M 0.04%
51,221
+3,147
WFC icon
381
Wells Fargo
WFC
$273B
$1.5M 0.04%
18,766
+1,365
MPC icon
382
Marathon Petroleum
MPC
$52.8B
$1.5M 0.04%
9,021
-79
RSPG icon
383
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$466M
$1.48M 0.04%
19,911
+75
HTGC icon
384
Hercules Capital
HTGC
$3.44B
$1.48M 0.04%
80,797
+11,128
FTAI icon
385
FTAI Aviation
FTAI
$28.1B
$1.47M 0.04%
12,736
+4,127
CSX icon
386
CSX Corp
CSX
$67.5B
$1.45M 0.04%
44,580
-5,470
SBUX icon
387
Starbucks
SBUX
$106B
$1.45M 0.04%
15,850
-3,045
IHI icon
388
iShares US Medical Devices ETF
IHI
$4.07B
$1.45M 0.04%
23,175
-1,213
VCSH icon
389
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$1.45M 0.04%
18,194
-2,907
LGLV icon
390
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.14B
$1.44M 0.04%
8,270
+302
PWB icon
391
Invesco Large Cap Growth ETF
PWB
$1.49B
$1.44M 0.04%
12,293
-809
BSCR icon
392
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.48B
$1.44M 0.04%
73,460
+2,142
BSCQ icon
393
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.28B
$1.44M 0.04%
73,781
+2,082
TJX icon
394
TJX Companies
TJX
$175B
$1.43M 0.04%
11,594
+962
PSX icon
395
Phillips 66
PSX
$55.7B
$1.43M 0.04%
11,956
-1,869
RYAN icon
396
Ryan Specialty Holdings
RYAN
$6.63B
$1.43M 0.04%
20,969
+8,040
BX icon
397
Blackstone
BX
$126B
$1.42M 0.04%
9,504
-598
RBLX icon
398
Roblox
RBLX
$61.3B
$1.42M 0.04%
13,481
+241
VXUS icon
399
Vanguard Total International Stock ETF
VXUS
$126B
$1.42M 0.04%
20,511
+652
EVRG icon
400
Evergy
EVRG
$17.6B
$1.41M 0.04%
20,528
+212
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