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
LRN icon
401
Stride
LRN
$2.81B
$1.41M 0.04%
9,742
-17
AMT icon
402
American Tower
AMT
$85.9B
$1.41M 0.04%
6,376
-85
KWEB icon
403
KraneShares CSI China Internet ETF
KWEB
$8.78B
$1.41M 0.04%
41,030
+5,247
PGJ icon
404
Invesco Golden Dragon China ETF
PGJ
$145M
$1.41M 0.04%
49,612
+1,228
FDUS icon
405
Fidus Investment
FDUS
$719M
$1.41M 0.04%
69,581
+6,397
IYY icon
406
iShares Dow Jones US ETF
IYY
$2.68B
$1.41M 0.04%
9,315
-4
FNDX icon
407
Schwab Fundamental US Large Company Index ETF
FNDX
$21B
$1.4M 0.04%
56,984
-1,217
SRLN icon
408
State Street Blackstone Senior Loan ETF
SRLN
$6.89B
$1.39M 0.04%
33,512
+8,788
AGQ icon
409
ProShares Ultra Silver
AGQ
$1.16B
$1.39M 0.04%
29,197
-8,000
AIQ icon
410
Global X Artificial Intelligence & Technology ETF
AIQ
$5.42B
$1.39M 0.04%
+31,720
IYE icon
411
iShares US Energy ETF
IYE
$1.19B
$1.39M 0.04%
30,635
-96
FNDF icon
412
Schwab Fundamental International Large Company Index ETF
FNDF
$18.9B
$1.38M 0.04%
34,596
+1,534
PSLV icon
413
Sprott Physical Silver Trust
PSLV
$9.72B
$1.38M 0.04%
112,700
-6,825
AEP icon
414
American Electric Power
AEP
$64.9B
$1.38M 0.04%
13,293
-39
MP icon
415
MP Materials
MP
$10.4B
$1.38M 0.04%
+41,398
TGT icon
416
Target
TGT
$40.9B
$1.38M 0.04%
13,957
-796
CB icon
417
Chubb
CB
$116B
$1.37M 0.04%
4,743
+186
NOC icon
418
Northrop Grumman
NOC
$79.6B
$1.37M 0.04%
2,747
+149
CMI icon
419
Cummins
CMI
$63.9B
$1.37M 0.04%
4,178
+470
OKE icon
420
Oneok
OKE
$44.4B
$1.35M 0.04%
16,575
-81
ECL icon
421
Ecolab
ECL
$73.2B
$1.35M 0.04%
5,011
+870
JMBS icon
422
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.41B
$1.34M 0.04%
29,795
+1,677
PH icon
423
Parker-Hannifin
PH
$105B
$1.34M 0.04%
1,916
+81
DFUS icon
424
Dimensional US Equity ETF
DFUS
$17.2B
$1.34M 0.04%
19,966
+39
GILD icon
425
Gilead Sciences
GILD
$155B
$1.34M 0.04%
12,058
-60
15 16
17
18 19