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
$3.95B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$13.3M
3
+$11.2M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.19M
5
PLTZ
Defiance Daily Target 2x Short PLTR ETF
PLTZ
+$9.05M

Top Sells

1
+$11M
2
+$8.58M
3
+$8.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$8.18M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.78M

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 4.66%
3 Financials 3.71%
4 Industrials 2.92%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIDU icon
426
Baidu
BIDU
$40.9B
$1.43M 0.04%
10,832
+5,098
OXY icon
427
Occidental Petroleum
OXY
$52.9B
$1.43M 0.04%
30,207
+2,440
JMBS icon
428
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
$1.42M 0.04%
31,187
+1,392
RZV icon
429
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$256M
$1.42M 0.04%
12,035
-125
NVO icon
430
Novo Nordisk
NVO
$171B
$1.41M 0.04%
25,450
+14,125
MP icon
431
MP Materials
MP
$10.9B
$1.41M 0.04%
21,021
-20,377
IGV icon
432
iShares Expanded Tech-Software Sector ETF
IGV
$9.07B
$1.41M 0.04%
12,231
+1,883
O icon
433
Realty Income
O
$61.5B
$1.4M 0.04%
23,049
-6,582
VWO icon
434
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$1.4M 0.04%
25,827
+5,214
KLAC icon
435
KLA
KLAC
$193B
$1.4M 0.04%
1,297
+79
CL icon
436
Colgate-Palmolive
CL
$76.4B
$1.39M 0.04%
17,453
+3,892
MGC icon
437
Vanguard Mega Cap 300 Index ETF
MGC
$9.42B
$1.39M 0.04%
5,679
-65
LULU icon
438
lululemon athletica
LULU
$20.3B
$1.38M 0.04%
7,780
+3,504
IXUS icon
439
iShares Core MSCI Total International Stock ETF
IXUS
$55.2B
$1.38M 0.03%
16,691
ECL icon
440
Ecolab
ECL
$84.2B
$1.38M 0.03%
5,027
+16
VYMI icon
441
Vanguard International High Dividend Yield ETF
VYMI
$17.3B
$1.37M 0.03%
16,204
+2,561
BND icon
442
Vanguard Total Bond Market
BND
$151B
$1.37M 0.03%
18,407
+8,684
GILD icon
443
Gilead Sciences
GILD
$184B
$1.36M 0.03%
12,235
+177
ASML icon
444
ASML
ASML
$539B
$1.35M 0.03%
1,398
+146
AZN icon
445
AstraZeneca
AZN
$313B
$1.34M 0.03%
17,473
+1,714
CMCSA icon
446
Comcast
CMCSA
$115B
$1.33M 0.03%
42,347
-1,060
XLB icon
447
State Street Materials Select Sector SPDR ETF
XLB
$7.22B
$1.32M 0.03%
29,556
-41,498
ALB icon
448
Albemarle
ALB
$19.8B
$1.3M 0.03%
16,091
+334
VT icon
449
Vanguard Total World Stock ETF
VT
$63.2B
$1.3M 0.03%
9,459
+1,178
IJK icon
450
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.83B
$1.3M 0.03%
13,519
-26
16 17
18
19 20