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
MPC icon
426
Marathon Petroleum
MPC
$65.1B
$1.48M 0.04%
8,876
-99
LSAF icon
427
LeaderShares AlphaFactor US Core Equity ETF
LSAF
$109M
$1.47M 0.04%
32,659
+398
DFUS icon
428
Dimensional US Equity ETF
DFUS
$19B
$1.47M 0.04%
19,846
+20
PEY icon
429
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.05B
$1.47M 0.04%
72,123
-8,880
VT icon
430
Vanguard Total World Stock ETF
VT
$63.2B
$1.47M 0.04%
10,420
+961
EWZ icon
431
iShares MSCI Brazil ETF
EWZ
$9.35B
$1.46M 0.04%
46,091
+6,573
CL icon
432
Colgate-Palmolive
CL
$76.4B
$1.46M 0.04%
18,324
+871
IFRA icon
433
iShares US Infrastructure ETF
IFRA
$3.84B
$1.46M 0.04%
27,770
+8,542
VRIG icon
434
Invesco Variable Rate Investment Grade ETF
VRIG
$1.43B
$1.46M 0.04%
58,190
+874
ETJ
435
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$588M
$1.46M 0.04%
165,239
-5,886
FELV icon
436
Fidelity Enhanced Large Cap Value ETF
FELV
$2.83B
$1.46M 0.04%
+41,990
FDUS icon
437
Fidus Investment
FDUS
$706M
$1.44M 0.04%
74,606
+2,925
IJT icon
438
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.82B
$1.43M 0.03%
10,139
+1,762
BX icon
439
Blackstone
BX
$89.4B
$1.42M 0.03%
9,295
+183
KMI icon
440
Kinder Morgan
KMI
$75.5B
$1.42M 0.03%
51,383
-838
VWO icon
441
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$1.42M 0.03%
26,310
+483
JMBS icon
442
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
$1.41M 0.03%
30,808
-379
ITA icon
443
iShares US Aerospace & Defense ETF
ITA
$16.2B
$1.4M 0.03%
6,540
-408
SCHV icon
444
Schwab US Large-Cap Value ETF
SCHV
$15.4B
$1.4M 0.03%
47,386
-35,371
DAPP icon
445
VanEck Digital Transformation ETF
DAPP
$299M
$1.4M 0.03%
+84,557
EVRG icon
446
Evergy
EVRG
$19.4B
$1.39M 0.03%
19,187
-1,464
ROK icon
447
Rockwell Automation
ROK
$43.1B
$1.38M 0.03%
3,535
-702
FPF
448
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.14B
$1.37M 0.03%
73,643
-9,200
GDXJ icon
449
VanEck Junior Gold Miners ETF
GDXJ
$11.1B
$1.36M 0.03%
11,948
-250
SCHA icon
450
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$1.36M 0.03%
47,694
-29,449
16 17
18
19 20