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
CFA icon
601
VictoryShares US 500 Volatility Wtd ETF
CFA
$544M
$796K 0.02%
8,719
IYF icon
602
iShares US Financials ETF
IYF
$3.8B
$795K 0.02%
6,165
-242
BOE icon
603
BlackRock Enhanced Global Dividend Trust
BOE
$651M
$791K 0.02%
67,557
-7,100
MDYG icon
604
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.61B
$791K 0.02%
8,554
-959
FEZ icon
605
State Street SPDR EURO STOXX 50 ETF
FEZ
$5.04B
$789K 0.02%
11,520
-18,051
ARTY
606
iShares Future AI & Tech ETF
ARTY
$2.24B
$788K 0.02%
16,362
+2,441
DIVI icon
607
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.26B
$786K 0.02%
+20,217
ACGL icon
608
Arch Capital
ACGL
$34.9B
$786K 0.02%
8,195
+354
MCHI icon
609
iShares MSCI China ETF
MCHI
$7.1B
$786K 0.02%
13,080
+64
VPU icon
610
Vanguard Utilities ETF
VPU
$8.65B
$777K 0.02%
4,198
-115
LHX icon
611
L3Harris
LHX
$68.3B
$769K 0.02%
2,619
-622
DOCT
612
FT Vest US Equity Deep Buffer ETF October
DOCT
$373M
$768K 0.02%
+17,329
ALAI icon
613
Alger AI Enablers & Adopters ETF
ALAI
$296M
$764K 0.02%
21,471
-6,156
SHM icon
614
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
$763K 0.02%
15,893
+103
EXC icon
615
Exelon
EXC
$49.5B
$762K 0.02%
17,486
-342
POWA icon
616
Invesco Bloomberg Pricing Power ETF
POWA
$194M
$760K 0.02%
8,448
-92
PSKY
617
Paramount Skydance Corp
PSKY
$13.4B
$756K 0.02%
56,447
-55
DVN icon
618
Devon Energy
DVN
$27.6B
$751K 0.02%
20,514
-1,869
APP icon
619
Applovin
APP
$172B
$751K 0.02%
1,114
+122
EBUF
620
Innovator Emerging Markets 10 Buffer ETF - Quarterly
EBUF
$21.2M
$750K 0.02%
+25,739
BRK.A icon
621
Berkshire Hathaway Class A
BRK.A
$1.07T
$748K 0.02%
1
KNSL icon
622
Kinsale Capital Group
KNSL
$8.77B
$748K 0.02%
1,912
+15
PNC icon
623
PNC Financial Services
PNC
$85.7B
$746K 0.02%
3,573
+765
JTEK icon
624
JPMorgan US Tech Leaders ETF
JTEK
$3.26B
$746K 0.02%
8,750
-8,138
OBDC icon
625
Blue Owl Capital
OBDC
$5.89B
$744K 0.02%
59,883
-6,539
23 24
25
26 27