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

Top Buys

1
+$27.6M
2
+$13.5M
3
+$12.1M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$9.92M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.55M

Top Sells

1
+$11.8M
2
+$8.6M
3
+$8.5M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$8.31M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.95M

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
WEC icon
451
WEC Energy
WEC
$35.3B
$1.3M 0.03%
11,317
+550
KKR icon
452
KKR & Co
KKR
$117B
$1.29M 0.03%
9,950
-2,863
PSCH icon
453
Invesco S&P SmallCap Health Care ETF
PSCH
$149M
$1.29M 0.03%
31,039
+6,470
IYE icon
454
iShares US Energy ETF
IYE
$1.19B
$1.29M 0.03%
26,977
-3,658
GLTR icon
455
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.95B
$1.28M 0.03%
7,752
+8
CELH icon
456
Celsius Holdings
CELH
$14B
$1.28M 0.03%
22,304
-1,691
LPLA icon
457
LPL Financial
LPLA
$30.3B
$1.28M 0.03%
3,844
+488
TUA icon
458
Simplify Short Term Treasury Futures Strategy ETF
TUA
$664M
$1.28M 0.03%
58,345
+3,557
AIQ icon
459
Global X Artificial Intelligence & Technology ETF
AIQ
$7.71B
$1.27M 0.03%
25,809
-5,911
VCSH icon
460
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$1.27M 0.03%
15,897
-2,297
MTZ icon
461
MasTec
MTZ
$19.1B
$1.27M 0.03%
5,966
+216
MINT icon
462
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.7B
$1.27M 0.03%
12,575
+1,679
PGR icon
463
Progressive
PGR
$119B
$1.26M 0.03%
5,099
+452
SCHR icon
464
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.3B
$1.26M 0.03%
50,051
-19,503
MRVL icon
465
Marvell Technology
MRVL
$68.2B
$1.25M 0.03%
14,901
+204
PSEP icon
466
Innovator US Equity Power Buffer ETF September
PSEP
$901M
$1.25M 0.03%
+28,933
IWV icon
467
iShares Russell 3000 ETF
IWV
$18.6B
$1.25M 0.03%
3,303
+63
JGRO icon
468
JPMorgan Active Growth ETF
JGRO
$8.49B
$1.25M 0.03%
13,342
-6,856
FLBL icon
469
Franklin Senior Loan ETF
FLBL
$940M
$1.24M 0.03%
51,744
-1,199
IBMN
470
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$1.24M 0.03%
46,347
+247
OKE icon
471
Oneok
OKE
$46.8B
$1.24M 0.03%
16,955
+380
ABNB icon
472
Airbnb
ABNB
$79.2B
$1.24M 0.03%
10,186
-3,848
PXF icon
473
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.38B
$1.23M 0.03%
20,113
+43
EPI icon
474
WisdomTree India Earnings Fund ETF
EPI
$2.7B
$1.23M 0.03%
27,742
-4,509
EWZ icon
475
iShares MSCI Brazil ETF
EWZ
$6.94B
$1.23M 0.03%
39,518
+7,828
17 18
19
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