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
PSCC icon
451
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$35.3M
$1.36M 0.03%
43,681
+29,955
IRM icon
452
Iron Mountain
IRM
$31.9B
$1.35M 0.03%
16,329
+39
O icon
453
Realty Income
O
$61.5B
$1.35M 0.03%
23,987
+938
PXF icon
454
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.6B
$1.35M 0.03%
20,537
+424
TUA icon
455
Simplify Short Term Treasury Futures Strategy ETF
TUA
$682M
$1.34M 0.03%
61,141
+2,796
EDV icon
456
Vanguard World Funds Extended Duration ETF
EDV
$4.04B
$1.33M 0.03%
20,502
-3,719
BND icon
457
Vanguard Total Bond Market
BND
$151B
$1.33M 0.03%
17,965
-442
MRVL icon
458
Marvell Technology
MRVL
$68.2B
$1.31M 0.03%
15,378
+477
IHI icon
459
iShares US Medical Devices ETF
IHI
$3.55B
$1.31M 0.03%
21,021
-3,631
FLTR icon
460
VanEck IG Floating Rate ETF
FLTR
$2.57B
$1.3M 0.03%
51,211
+13,792
IJK icon
461
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.83B
$1.3M 0.03%
13,369
-150
ECL icon
462
Ecolab
ECL
$84B
$1.29M 0.03%
4,932
-95
MTZ icon
463
MasTec
MTZ
$24B
$1.29M 0.03%
5,938
-28
SPYI icon
464
NEOS S&P 500 High Income ETF
SPYI
$8.01B
$1.29M 0.03%
24,503
+2,319
CHIQ icon
465
Global X MSCI China Consumer Discretionary ETF
CHIQ
$170M
$1.29M 0.03%
60,524
-1,500
MFSV
466
MFS Active Value ETF
MFSV
$279M
$1.28M 0.03%
+48,371
MFSG
467
MFS Active Growth ETF
MFSG
$193M
$1.28M 0.03%
+45,296
PSCU icon
468
Invesco S&P SmallCap Utilities & Communication Services ETF
PSCU
$14.5M
$1.28M 0.03%
22,259
+12,219
BIDU icon
469
Baidu
BIDU
$40.9B
$1.27M 0.03%
9,758
-1,074
FMDE icon
470
Fidelity Enhanced Mid Cap ETF
FMDE
$5.38B
$1.27M 0.03%
+34,869
CEF icon
471
Sprott Physical Gold and Silver Trust
CEF
$10.2B
$1.27M 0.03%
27,688
GLNG icon
472
Golar LNG
GLNG
$4.73B
$1.26M 0.03%
33,875
+9,976
OKE icon
473
Oneok
OKE
$53.4B
$1.26M 0.03%
17,137
+182
AXON icon
474
Axon Enterprise
AXON
$45.8B
$1.25M 0.03%
2,199
-435
AIQ icon
475
Global X Artificial Intelligence & Technology ETF
AIQ
$7.73B
$1.25M 0.03%
24,519
-1,290
17 18
19
20 21