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
$3.95B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$13.3M
3
+$11.2M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.19M
5
PLTZ
Defiance Daily Target 2x Short PLTR ETF
PLTZ
+$9.05M

Top Sells

1
+$11M
2
+$8.58M
3
+$8.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$8.18M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.78M

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 4.66%
3 Financials 3.71%
4 Industrials 2.92%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALL icon
601
Allstate
ALL
$55.9B
$793K 0.02%
3,694
-60
TFLO icon
602
iShares Treasury Floating Rate Bond ETF
TFLO
$6.77B
$788K 0.02%
15,569
+646
DVN icon
603
Devon Energy
DVN
$29.9B
$785K 0.02%
22,383
-2,521
WELL icon
604
Welltower
WELL
$145B
$781K 0.02%
4,382
-54
VOOG icon
605
Vanguard S&P 500 Growth ETF
VOOG
$3.91B
$779K 0.02%
1,787
-135
LSAT icon
606
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$62M
$775K 0.02%
18,730
-2,798
POWA icon
607
Invesco Bloomberg Pricing Power ETF
POWA
$185M
$773K 0.02%
8,540
-64
STK
608
Columbia Seligman Premium Technology Growth Fund
STK
$824M
$772K 0.02%
21,861
+175
SRVR icon
609
Pacer Data & Infrastructure Real Estate ETF
SRVR
$404M
$772K 0.02%
+24,366
SHM icon
610
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.42B
$761K 0.02%
15,790
-952
VEU icon
611
Vanguard FTSE All-World ex-US ETF
VEU
$62.9B
$760K 0.02%
10,655
+62
GNOM icon
612
Global X Genomics & Biotechnology ETF
GNOM
$51.9M
$753K 0.02%
19,403
+2,715
CP icon
613
Canadian Pacific Kansas City
CP
$74B
$751K 0.02%
10,077
+68
PLTD
614
Direxion Dailly PLTR Bear 1X ETF
PLTD
$34.9M
$750K 0.02%
111,000
-137,200
IMCG icon
615
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.43B
$746K 0.02%
9,014
-150
BRK.A icon
616
Berkshire Hathaway Class A
BRK.A
$1.02T
$745K 0.02%
1
BUG icon
617
Global X Cybersecurity ETF
BUG
$863M
$734K 0.02%
20,866
+5,956
SPG icon
618
Simon Property Group
SPG
$66.5B
$734K 0.02%
3,913
-121
GWW icon
619
W.W. Grainger
GWW
$55.4B
$729K 0.02%
765
-3
DES icon
620
WisdomTree US SmallCap Dividend Fund
DES
$2.08B
$722K 0.02%
21,430
-483
CASY icon
621
Casey's General Stores
CASY
$29.2B
$722K 0.02%
1,277
-27
MSI icon
622
Motorola Solutions
MSI
$74B
$720K 0.02%
1,574
+298
CYBR
623
DELISTED
CyberArk
CYBR
$715K 0.02%
1,480
-24
SCHW icon
624
Charles Schwab
SCHW
$155B
$715K 0.02%
7,488
+285
APP icon
625
Applovin
APP
$153B
$713K 0.02%
+992
23 24
25
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