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
CEFS icon
526
Saba Closed-End Funds ETF
CEFS
$383M
$1.07M 0.03%
46,460
+1,038
IEUR icon
527
iShares Core MSCI Europe ETF
IEUR
$7.4B
$1.07M 0.03%
14,767
+104
IYK icon
528
iShares US Consumer Staples ETF
IYK
$1.34B
$1.07M 0.03%
15,951
+154
MBB icon
529
iShares MBS ETF
MBB
$39.4B
$1.07M 0.03%
11,203
+457
SCHP icon
530
Schwab US TIPS ETF
SCHP
$15.5B
$1.06M 0.03%
40,176
-19,504
DFAW icon
531
Dimensional World Equity ETF
DFAW
$1.15B
$1.06M 0.03%
+14,300
CMCSA icon
532
Comcast
CMCSA
$115B
$1.06M 0.03%
35,351
-6,996
HIMU
533
iShares High Yield Muni Active ETF
HIMU
$2.62B
$1.05M 0.03%
21,635
+922
WAB icon
534
Wabtec
WAB
$44.5B
$1.04M 0.03%
4,856
+50
PSEP icon
535
Innovator US Equity Power Buffer ETF September
PSEP
$882M
$1.04M 0.03%
23,473
-5,460
MGC icon
536
Vanguard Mega Cap 300 Index ETF
MGC
$9.42B
$1.03M 0.03%
4,095
-1,584
GLW icon
537
Corning
GLW
$124B
$1.02M 0.02%
11,663
-1,019
FLMI icon
538
Franklin Dynamic Municipal Bond ETF
FLMI
$1.77B
$1.01M 0.02%
40,768
+2,010
LGLV icon
539
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.17B
$1.01M 0.02%
5,762
-2,482
LRGE icon
540
ClearBridge Large Cap Growth Select ETF
LRGE
$404M
$1.01M 0.02%
12,227
SHEL icon
541
Shell
SHEL
$233B
$1M 0.02%
13,630
+1,201
MCK icon
542
McKesson
MCK
$122B
$981K 0.02%
1,196
+11
DVY icon
543
iShares Select Dividend ETF
DVY
$22.6B
$978K 0.02%
6,928
-1,123
PXI icon
544
Invesco Dorsey Wright Energy Momentum ETF
PXI
$48.7M
$976K 0.02%
+21,583
SCHR icon
545
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$968K 0.02%
38,597
-11,454
SYK icon
546
Stryker
SYK
$147B
$967K 0.02%
2,749
-95
UMBF icon
547
UMB Financial
UMBF
$8.94B
$964K 0.02%
8,378
+533
LULU icon
548
lululemon athletica
LULU
$20.4B
$961K 0.02%
4,623
-3,157
DFUV icon
549
Dimensional US Marketwide Value ETF
DFUV
$13.8B
$961K 0.02%
20,617
+39
SOXQ icon
550
Invesco PHLX Semiconductor ETF
SOXQ
$993M
$960K 0.02%
17,221
-3,758
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