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
DVY icon
476
iShares Select Dividend ETF
DVY
$20.7B
$1.09M 0.03%
8,206
-3
IXJ icon
477
iShares Global Healthcare ETF
IXJ
$4.17B
$1.09M 0.03%
+12,614
CHIQ icon
478
Global X MSCI China Consumer Discretionary ETF
CHIQ
$238M
$1.08M 0.03%
51,317
+1,050
PLD icon
479
Prologis
PLD
$114B
$1.08M 0.03%
10,250
+108
IBMO icon
480
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$522M
$1.08M 0.03%
42,008
+242
BCD icon
481
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$315M
$1.07M 0.03%
32,356
+1,578
GLTR icon
482
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$1.93B
$1.07M 0.03%
7,744
-939
SPYI icon
483
NEOS S&P 500 High Income ETF
SPYI
$5.34B
$1.06M 0.03%
21,160
+7,812
SJNK icon
484
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
$1.06M 0.03%
41,782
-3,921
VT icon
485
Vanguard Total World Stock ETF
VT
$54.7B
$1.06M 0.03%
8,281
+2,779
GRID icon
486
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.82B
$1.06M 0.03%
7,631
+101
ADI icon
487
Analog Devices
ADI
$116B
$1.06M 0.03%
4,433
-47
SPGI icon
488
S&P Global
SPGI
$150B
$1.05M 0.03%
1,998
+16
VAW icon
489
Vanguard Materials ETF
VAW
$2.69B
$1.05M 0.03%
5,400
XNTK icon
490
State Street SPDR NYSE Technology ETF
XNTK
$1.43B
$1.05M 0.03%
4,422
-17
SYK icon
491
Stryker
SYK
$139B
$1.04M 0.03%
2,624
+198
SGOV icon
492
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$1.04M 0.03%
+10,287
BABA icon
493
Alibaba
BABA
$367B
$1.03M 0.03%
9,105
-734
IYF icon
494
iShares US Financials ETF
IYF
$4.01B
$1.03M 0.03%
8,492
-256
IJUN
495
Innovator International Developed Power Buffer ETF - June
IJUN
$70.2M
$1.03M 0.03%
+36,983
VWO icon
496
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$1.02M 0.03%
20,613
+6,433
CEFS icon
497
Saba Closed-End Funds ETF
CEFS
$320M
$1.02M 0.03%
45,743
-496
LULU icon
498
lululemon athletica
LULU
$20.2B
$1.02M 0.03%
4,276
+73
DCOR icon
499
Dimensional US Core Equity 1 ETF
DCOR
$2.13B
$1.01M 0.03%
15,123
ASML icon
500
ASML
ASML
$391B
$1M 0.03%
1,252
+142
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