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
AIT icon
576
Applied Industrial Technologies
AIT
$10.4B
$872K 0.02%
3,398
+71
MP icon
577
MP Materials
MP
$10.6B
$872K 0.02%
17,239
-3,782
JSI icon
578
Janus Henderson Securitized Income ETF
JSI
$1.5B
$871K 0.02%
16,737
+10,965
XSD icon
579
State Street SPDR S&P Semiconductor ETF
XSD
$1.68B
$860K 0.02%
2,674
-450
BGY icon
580
BlackRock Enhanced International Dividend Trust
BGY
$527M
$860K 0.02%
146,203
-11,993
XTEN icon
581
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$950M
$859K 0.02%
18,591
-3,580
PGR icon
582
Progressive
PGR
$124B
$858K 0.02%
3,767
-1,332
PWR icon
583
Quanta Services
PWR
$82B
$851K 0.02%
2,015
+13
STK
584
Columbia Seligman Premium Technology Growth Fund
STK
$689M
$851K 0.02%
23,120
+1,259
IWS icon
585
iShares Russell Mid-Cap Value ETF
IWS
$15B
$847K 0.02%
6,005
+64
VEU icon
586
Vanguard FTSE All-World ex-US ETF
VEU
$57.7B
$847K 0.02%
11,512
+857
USHY icon
587
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.4B
$839K 0.02%
22,444
+122
XHB icon
588
State Street SPDR S&P Homebuilders ETF
XHB
$1.79B
$833K 0.02%
8,093
-11,532
QTEC icon
589
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.89B
$829K 0.02%
3,601
-60
ENB icon
590
Enbridge
ENB
$117B
$825K 0.02%
17,255
+1
GNOM icon
591
Global X Genomics & Biotechnology ETF
GNOM
$50.5M
$822K 0.02%
18,090
-1,313
WELL icon
592
Welltower
WELL
$140B
$821K 0.02%
4,424
+42
FTXG icon
593
First Trust Nasdaq Food & Beverage ETF
FTXG
$19.5M
$821K 0.02%
39,201
+19,090
VRSK icon
594
Verisk Analytics
VRSK
$28.9B
$820K 0.02%
3,759
-264
SJNK icon
595
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.03B
$813K 0.02%
32,110
-1,062
TSCO icon
596
Tractor Supply
TSCO
$26.5B
$812K 0.02%
15,998
+578
XEL icon
597
Xcel Energy
XEL
$48.5B
$811K 0.02%
10,981
+893
SPGI icon
598
S&P Global
SPGI
$134B
$811K 0.02%
1,587
-398
TAFI icon
599
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.15B
$809K 0.02%
+32,097
CGBL icon
600
Capital Group Core Balanced ETF
CGBL
$5.34B
$807K 0.02%
22,833
+7,088
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