IWM

IHT Wealth Management Portfolio holdings

AUM $4.25B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
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 3.7%
4 Industrials 2.86%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IXJ icon
476
iShares Global Healthcare ETF
IXJ
$3.57B
$1.24M 0.03%
12,727
-200
LPLA icon
477
LPL Financial
LPLA
$21.8B
$1.24M 0.03%
3,470
-374
ADBE icon
478
Adobe
ADBE
$106B
$1.23M 0.03%
3,528
-608
LIN icon
479
Linde
LIN
$229B
$1.23M 0.03%
2,886
-467
XLB icon
480
State Street Materials Select Sector SPDR ETF
XLB
$7.35B
$1.23M 0.03%
27,134
-2,422
CQQQ icon
481
Invesco China Technology ETF
CQQQ
$3.22B
$1.22M 0.03%
23,484
+8,632
KKR icon
482
KKR & Co
KKR
$84.8B
$1.22M 0.03%
9,571
-379
PBE icon
483
Invesco Biotechnology & Genome ETF
PBE
$250M
$1.22M 0.03%
14,814
+30
KHC icon
484
Kraft Heinz
KHC
$27.7B
$1.22M 0.03%
50,152
+3,558
JPIB icon
485
JPMorgan International Bond Opportunities ETF
JPIB
$2.01B
$1.21M 0.03%
+24,814
EPI icon
486
WisdomTree India Earnings Fund ETF
EPI
$2.15B
$1.2M 0.03%
25,989
-1,753
IYE icon
487
iShares US Energy ETF
IYE
$1.66B
$1.2M 0.03%
22,992
-3,985
SOXX icon
488
iShares Semiconductor ETF
SOXX
$41.1B
$1.2M 0.03%
3,981
+546
COF icon
489
Capital One
COF
$114B
$1.2M 0.03%
4,933
+504
NDIA icon
490
Global X India Active ETF
NDIA
$59.1M
$1.19M 0.03%
40,030
+6,525
HUM icon
491
Humana
HUM
$38.5B
$1.19M 0.03%
4,652
+493
ITB icon
492
iShares US Home Construction ETF
ITB
$2.57B
$1.19M 0.03%
+12,313
FIXD icon
493
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.31B
$1.18M 0.03%
26,703
-174
UFEB icon
494
Innovator US Equity Ultra Buffer ETF February
UFEB
$257M
$1.18M 0.03%
+31,583
JPST icon
495
JPMorgan Ultra-Short Income ETF
JPST
$38.2B
$1.17M 0.03%
23,209
+5,090
SHYG icon
496
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.55B
$1.17M 0.03%
27,306
-15,594
FDX icon
497
FedEx
FDX
$78.5B
$1.17M 0.03%
4,041
-51
STIP icon
498
iShares 0-5 Year TIPS Bond ETF
STIP
$15.4B
$1.17M 0.03%
11,413
+3,412
IGV icon
499
iShares Expanded Tech-Software Sector ETF
IGV
$16.8B
$1.16M 0.03%
10,933
-1,298
BPRE
500
Bluerock Private Real Estate Fund
BPRE
$1.15M 0.03%
+76,969
18 19
20
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