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
URA icon
426
Global X Uranium ETF
URA
$4.74B
$1.33M 0.04%
34,293
-49,808
VUSB icon
427
Vanguard Ultra-Short Bond ETF
VUSB
$5.67B
$1.3M 0.04%
+25,982
INTU icon
428
Intuit
INTU
$185B
$1.3M 0.04%
1,645
-1
MGC icon
429
Vanguard Mega Cap 300 Index ETF
MGC
$8.32B
$1.29M 0.04%
5,744
+100
IXUS icon
430
iShares Core MSCI Total International Stock ETF
IXUS
$50.6B
$1.29M 0.04%
16,691
+461
BK icon
431
Bank of New York Mellon
BK
$77B
$1.28M 0.04%
14,102
-7
TBIL
432
US Treasury 3 Month Bill ETF
TBIL
$5.96B
$1.28M 0.04%
25,672
+2,914
FLBL icon
433
Franklin Senior Loan ETF
FLBL
$1.2B
$1.28M 0.04%
52,943
+186
RZV icon
434
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$224M
$1.27M 0.04%
12,160
-80
XSD icon
435
State Street SPDR S&P Semiconductor ETF
XSD
$1.54B
$1.26M 0.03%
4,918
-151
LPLA icon
436
LPL Financial
LPLA
$29.7B
$1.26M 0.03%
3,356
-222
VRIG icon
437
Invesco Variable Rate Investment Grade ETF
VRIG
$1.28B
$1.25M 0.03%
49,858
-270
PGR icon
438
Progressive
PGR
$132B
$1.24M 0.03%
4,647
+1,250
IBMN icon
439
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$403M
$1.23M 0.03%
46,100
+249
CL icon
440
Colgate-Palmolive
CL
$62.9B
$1.23M 0.03%
13,561
-991
IJK icon
441
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.1B
$1.23M 0.03%
13,545
-939
XERS icon
442
Xeris Biopharma Holdings
XERS
$1.19B
$1.23M 0.03%
263,805
+1,000
SIL icon
443
Global X Silver Miners ETF NEW
SIL
$3.36B
$1.23M 0.03%
25,563
+835
UPS icon
444
United Parcel Service
UPS
$81.4B
$1.23M 0.03%
12,185
-215
DYNF icon
445
BlackRock US Equity Factor Rotation ETF
DYNF
$26.4B
$1.21M 0.03%
22,241
-3,670
FTQI icon
446
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$716M
$1.21M 0.03%
61,866
+1,295
XSVM icon
447
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$562M
$1.21M 0.03%
23,238
-25,303
LRGE icon
448
ClearBridge Large Cap Growth Select ETF
LRGE
$441M
$1.21M 0.03%
15,223
-36
TUA icon
449
Simplify Short Term Treasury Futures Strategy ETF
TUA
$627M
$1.21M 0.03%
54,788
+1,895
IYK icon
450
iShares US Consumer Staples ETF
IYK
$1.29B
$1.2M 0.03%
16,989
-695
16 17
18
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