IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.64B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,211
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$19.5M
3
+$14.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$13.2M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$12.3M

Top Sells

1
+$16.5M
2
+$13.3M
3
+$12.3M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$8.55M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.49M

Sector Composition

1 Technology 11.17%
2 Consumer Discretionary 4.29%
3 Financials 3.92%
4 Industrials 2.86%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFLO icon
576
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
$756K 0.02%
14,923
+462
ALL icon
577
Allstate
ALL
$56.1B
$756K 0.02%
3,754
-66
STIP icon
578
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$755K 0.02%
7,337
+2,986
CGGR icon
579
Capital Group Growth ETF
CGGR
$16.1B
$754K 0.02%
18,540
+543
RGLD icon
580
Royal Gold
RGLD
$15.7B
$753K 0.02%
4,232
+13
POWA icon
581
Invesco Bloomberg Pricing Power ETF
POWA
$189M
$745K 0.02%
8,604
-370
CQQQ icon
582
Invesco China Technology ETF
CQQQ
$1.78B
$740K 0.02%
16,722
+4,967
EMB icon
583
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$738K 0.02%
7,965
-1,058
AIT icon
584
Applied Industrial Technologies
AIT
$9.39B
$737K 0.02%
3,168
-7
IMCG icon
585
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.09B
$735K 0.02%
9,164
VONG icon
586
Vanguard Russell 1000 Growth ETF
VONG
$33.1B
$731K 0.02%
6,698
-6,822
BRK.A icon
587
Berkshire Hathaway Class A
BRK.A
$1.1T
$729K 0.02%
1
PWR icon
588
Quanta Services
PWR
$64B
$729K 0.02%
1,927
+22
PRMB
589
Primo Brands
PRMB
$6.08B
$723K 0.02%
24,424
-87
MCHI icon
590
iShares MSCI China ETF
MCHI
$8.19B
$722K 0.02%
13,101
+277
DLN icon
591
WisdomTree US LargeCap Dividend Fund
DLN
$5.42B
$717K 0.02%
8,725
+41
GLW icon
592
Corning
GLW
$70.4B
$716K 0.02%
13,614
+1,841
BND icon
593
Vanguard Total Bond Market
BND
$137B
$716K 0.02%
9,723
-12,565
ARKG icon
594
ARK Genomic Revolution ETF
ARKG
$1.08B
$715K 0.02%
29,369
-1,123
VEU icon
595
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$712K 0.02%
10,593
-334
BUFD icon
596
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.49B
$707K 0.02%
26,626
+440
CHWY icon
597
Chewy
CHWY
$13.9B
$704K 0.02%
16,511
-1,050
FAPR icon
598
FT Vest US Equity Buffer ETF April
FAPR
$878M
$703K 0.02%
16,653
-1,794
CLX icon
599
Clorox
CLX
$12.6B
$701K 0.02%
5,835
+1,173
USMF icon
600
WisdomTree US Multifactor Fund
USMF
$387M
$700K 0.02%
+13,666
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