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
NVO icon
501
Novo Nordisk
NVO
$171B
$1.15M 0.03%
22,579
-2,871
GRID icon
502
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.75B
$1.15M 0.03%
7,476
-197
PALL icon
503
abrdn Physical Palladium Shares ETF
PALL
$1.11B
$1.14M 0.03%
7,852
-11,208
BDJ icon
504
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.69B
$1.14M 0.03%
119,759
-6,850
RBLX icon
505
Roblox
RBLX
$47.8B
$1.13M 0.03%
13,979
+322
FPX icon
506
First Trust US Equity Opportunities ETF
FPX
$1.23B
$1.13M 0.03%
6,908
+23
HGER icon
507
Harbor Commodity All-Weather Strategy ETF
HGER
$2.1B
$1.13M 0.03%
41,320
-3,753
INTU icon
508
Intuit
INTU
$122B
$1.13M 0.03%
1,704
+42
VAW icon
509
Vanguard Materials ETF
VAW
$3.09B
$1.12M 0.03%
5,174
+21
MINT icon
510
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15B
$1.11M 0.03%
11,111
-1,464
RGLD icon
511
Royal Gold
RGLD
$23.8B
$1.11M 0.03%
5,005
+292
LDUR icon
512
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.35B
$1.11M 0.03%
+11,543
DHR icon
513
Danaher
DHR
$145B
$1.11M 0.03%
4,829
-184
ADI icon
514
Analog Devices
ADI
$167B
$1.1M 0.03%
4,071
-735
ULTA icon
515
Ulta Beauty
ULTA
$29.3B
$1.1M 0.03%
1,813
-26
HIDE icon
516
Alpha Architect High Inflation and Deflation ETF
HIDE
$88.6M
$1.09M 0.03%
+46,613
VLO icon
517
Valero Energy
VLO
$68.8B
$1.09M 0.03%
6,684
+310
HYDB icon
518
iShares High Yield Systematic Bond ETF
HYDB
$1.68B
$1.09M 0.03%
22,968
-125,562
SII
519
Sprott
SII
$4.27B
$1.09M 0.03%
11,092
-3
SPTS icon
520
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.59B
$1.09M 0.03%
37,068
-45,195
BALT icon
521
Innovator Defined Wealth Shield ETF
BALT
$2.17B
$1.08M 0.03%
31,932
-19,381
CELH icon
522
Celsius Holdings
CELH
$11.7B
$1.08M 0.03%
23,553
+1,249
DON icon
523
WisdomTree US MidCap Dividend Fund
DON
$3.9B
$1.08M 0.03%
20,850
-2,161
CLOI icon
524
VanEck CLO ETF
CLOI
$1.36B
$1.07M 0.03%
20,332
-1,945
REM icon
525
iShares Mortgage Real Estate ETF
REM
$590M
$1.07M 0.03%
48,340
-3,778
19 20
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