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
ICF icon
401
iShares Select U.S. REIT ETF
ICF
$2.1B
$1.59M 0.04%
26,523
+697
SNOW icon
402
Snowflake
SNOW
$57.6B
$1.58M 0.04%
7,198
-619
MS icon
403
Morgan Stanley
MS
$266B
$1.58M 0.04%
8,875
+1,430
ASML icon
404
ASML
ASML
$539B
$1.57M 0.04%
1,468
+70
RDVI icon
405
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.86B
$1.55M 0.04%
59,259
-22,130
FNDX icon
406
Schwab Fundamental US Large Company Index ETF
FNDX
$24.3B
$1.55M 0.04%
57,112
+2,204
NOC icon
407
Northrop Grumman
NOC
$107B
$1.55M 0.04%
2,720
+78
DEO icon
408
Diageo
DEO
$45.7B
$1.55M 0.04%
17,977
+12,927
BABA icon
409
Alibaba
BABA
$318B
$1.55M 0.04%
10,556
-107
QYLD icon
410
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.34B
$1.55M 0.04%
87,499
-10,771
IYY icon
411
iShares Dow Jones US ETF
IYY
$2.75B
$1.55M 0.04%
9,324
+5
AEP icon
412
American Electric Power
AEP
$72.2B
$1.54M 0.04%
13,393
+70
BFC icon
413
Bank First Corp
BFC
$1.56B
$1.54M 0.04%
12,617
VYMI icon
414
Vanguard International High Dividend Yield ETF
VYMI
$17.3B
$1.54M 0.04%
17,066
+862
IXUS icon
415
iShares Core MSCI Total International Stock ETF
IXUS
$55.2B
$1.52M 0.04%
17,993
+1,302
CRDO icon
416
Credo Technology Group
CRDO
$18.5B
$1.52M 0.04%
10,576
-48
ACN icon
417
Accenture
ACN
$129B
$1.51M 0.04%
5,621
-700
DIV icon
418
Global X SuperDividend US ETF
DIV
$731M
$1.51M 0.04%
+86,917
PPLT icon
419
abrdn Physical Platinum Shares ETF
PPLT
$3.08B
$1.5M 0.04%
+8,067
URA icon
420
Global X Uranium ETF
URA
$7.34B
$1.5M 0.04%
35,140
+850
ADP icon
421
Automatic Data Processing
ADP
$87.4B
$1.5M 0.04%
5,826
+238
OXY icon
422
Occidental Petroleum
OXY
$52.9B
$1.49M 0.04%
36,245
+6,038
PWB icon
423
Invesco Large Cap Growth ETF
PWB
$1.56B
$1.49M 0.04%
11,724
-450
KMB icon
424
Kimberly-Clark
KMB
$34.8B
$1.49M 0.04%
14,734
+10,549
GLTR icon
425
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.25B
$1.48M 0.04%
7,201
-551
15 16
17
18 19