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
ALL icon
551
Allstate
ALL
$55.6B
$957K 0.02%
4,597
+903
XSOE icon
552
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.89B
$955K 0.02%
24,256
-72
PSCH icon
553
Invesco S&P SmallCap Health Care ETF
PSCH
$142M
$954K 0.02%
21,648
-9,391
SPLV icon
554
Invesco S&P 500 Low Volatility ETF
SPLV
$8.25B
$949K 0.02%
13,291
-353
HYD icon
555
VanEck High Yield Muni ETF
HYD
$4.22B
$944K 0.02%
18,459
+1,698
RING icon
556
iShares MSCI Global Gold Miners ETF
RING
$3.76B
$941K 0.02%
12,785
+1,909
IWB icon
557
iShares Russell 1000 ETF
IWB
$46.1B
$941K 0.02%
2,519
-227
VONG icon
558
Vanguard Russell 1000 Growth ETF
VONG
$36.8B
$940K 0.02%
7,718
+704
LNG icon
559
Cheniere Energy
LNG
$53.6B
$934K 0.02%
4,803
-67
TAN icon
560
Invesco Solar ETF
TAN
$1.5B
$931K 0.02%
18,951
-1,800
IDGT icon
561
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$162M
$928K 0.02%
+10,262
PRU icon
562
Prudential Financial
PRU
$34.4B
$928K 0.02%
8,223
-167
GOVT icon
563
iShares US Treasury Bond ETF
GOVT
$35.8B
$923K 0.02%
40,068
+17,670
XSMO icon
564
Invesco S&P SmallCap Momentum ETF
XSMO
$2.38B
$920K 0.02%
12,783
+3,454
TBIL
565
F/m US Treasury 3 Month Bill Fund
TBIL
$6.39B
$920K 0.02%
18,436
+332
IWV icon
566
iShares Russell 3000 ETF
IWV
$18.5B
$914K 0.02%
2,363
-940
JSMD icon
567
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$848M
$906K 0.02%
11,111
-147
AOD
568
abrdn Total Dynamic Dividend Fund
AOD
$1.07B
$891K 0.02%
91,431
-10,800
WEC icon
569
WEC Energy
WEC
$38.3B
$888K 0.02%
8,389
-2,928
FSCO
570
FS Credit Opportunities Corp
FSCO
$1.02B
$888K 0.02%
140,967
+15,119
BCD icon
571
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$375M
$886K 0.02%
28,618
+2,891
CVS icon
572
CVS Health
CVS
$103B
$886K 0.02%
11,163
-1,254
HFRO
573
Highland Opportunities and Income Fund
HFRO
$340M
$883K 0.02%
147,653
-45,265
DFAT icon
574
Dimensional US Targeted Value ETF
DFAT
$13.1B
$876K 0.02%
14,711
+9,978
MMIT icon
575
IQ MacKay Municipal Intermediate ETF
MMIT
$1.44B
$875K 0.02%
35,944
+26,193
21 22
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