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
ASTS icon
26
AST SpaceMobile
ASTS
$26.9B
$26.9M 0.65%
370,679
+1,856
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$3.67T
$26.2M 0.64%
83,806
+3,522
SSUS icon
28
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$539M
$25M 0.61%
513,817
-3,960
AVGO icon
29
Broadcom
AVGO
$1.49T
$24.5M 0.6%
70,915
-1,898
TLH icon
30
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$24.5M 0.6%
240,725
+22,673
XLV icon
31
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$22.3M 0.54%
144,020
+21,757
BINC icon
32
BlackRock Flexible Income ETF
BINC
$17.3B
$22M 0.54%
417,447
+7,823
JPM icon
33
JPMorgan Chase
JPM
$810B
$21.7M 0.53%
67,221
+415
COWZ icon
34
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
$21.5M 0.52%
357,342
-108,758
YEAR icon
35
AB Ultra Short Income ETF
YEAR
$1.46B
$21.3M 0.52%
421,433
+8,714
XLF icon
36
State Street Financial Select Sector SPDR ETF
XLF
$50.2B
$21M 0.51%
384,322
-14,724
VOO icon
37
Vanguard S&P 500 ETF
VOO
$848B
$20M 0.49%
31,889
+7,196
BIL icon
38
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.2B
$19.9M 0.48%
217,913
+40,062
GLD icon
39
SPDR Gold Trust
GLD
$180B
$19.9M 0.48%
50,204
-5,646
SPAB icon
40
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.18B
$19.7M 0.48%
764,509
-47,657
VUG icon
41
Vanguard Growth ETF
VUG
$194B
$19.5M 0.48%
40,061
+7,615
LQD icon
42
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31B
$19.4M 0.47%
176,023
+1,681
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.04T
$18.9M 0.46%
37,646
-542
VTI icon
44
Vanguard Total Stock Market ETF
VTI
$577B
$18.2M 0.44%
54,388
+1,537
WMT icon
45
Walmart Inc
WMT
$1.02T
$18.1M 0.44%
162,384
+446
RDVY icon
46
First Trust Rising Dividend Achievers ETF
RDVY
$20.4B
$18.1M 0.44%
260,075
+3,226
BAI
47
iShares A.I. Innovation and Tech Active ETF
BAI
$8.62B
$17.9M 0.44%
538,317
+184,414
SCHF icon
48
Schwab International Equity ETF
SCHF
$59.5B
$17.9M 0.44%
744,794
-13,421
XLI icon
49
State Street Industrial Select Sector SPDR ETF
XLI
$31.5B
$17.6M 0.43%
113,533
-1,158
SPDW icon
50
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$37B
$17.6M 0.43%
394,802
-6,350
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