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
PFF icon
626
iShares Preferred and Income Securities ETF
PFF
$14.3B
$648K 0.02%
21,110
+776
USHY icon
627
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$648K 0.02%
17,265
-3,400
TFI icon
628
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.29B
$646K 0.02%
14,465
+2,507
PYPL icon
629
PayPal
PYPL
$58.8B
$645K 0.02%
8,677
+290
MET icon
630
MetLife
MET
$51.8B
$636K 0.02%
7,915
+493
KR icon
631
Kroger
KR
$44.2B
$636K 0.02%
8,873
-645
CTA icon
632
Simplify Managed Futures Strategy ETF
CTA
$1.13B
$634K 0.02%
23,720
+4,548
FMB icon
633
First Trust Managed Municipal ETF
FMB
$1.92B
$630K 0.02%
12,644
+1,162
XTEN icon
634
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$741M
$629K 0.02%
+13,621
ADSK icon
635
Autodesk
ADSK
$63.8B
$629K 0.02%
2,031
-30
PHO icon
636
Invesco Water Resources ETF
PHO
$2.22B
$622K 0.02%
8,890
-265
SCHZ icon
637
Schwab US Aggregate Bond ETF
SCHZ
$8.96B
$619K 0.02%
26,620
+2,367
SKYY icon
638
First Trust Cloud Computing ETF
SKYY
$3.15B
$616K 0.02%
5,065
-150
INFL icon
639
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.33B
$614K 0.02%
14,559
+168
CYBR icon
640
CyberArk
CYBR
$24.6B
$612K 0.02%
1,504
+7
DGRS icon
641
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$353M
$611K 0.02%
13,136
-5,364
SQEW
642
DELISTED
LeaderShares Equity Skew ETF
SQEW
$607K 0.02%
18,491
-12,213
SAP icon
643
SAP
SAP
$285B
$604K 0.02%
1,987
+769
ILCB icon
644
iShares Morningstar US Equity ETF
ILCB
$1.15B
$604K 0.02%
7,040
+16
ACI icon
645
Albertsons Companies
ACI
$10B
$599K 0.02%
+27,842
TMUS icon
646
T-Mobile US
TMUS
$242B
$589K 0.02%
2,472
-204
VDE icon
647
Vanguard Energy ETF
VDE
$7.5B
$589K 0.02%
4,944
-22
SONY icon
648
Sony
SONY
$180B
$586K 0.02%
22,524
+10,978
SPTL icon
649
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.7B
$586K 0.02%
22,035
-31,204
KOMP icon
650
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.46B
$581K 0.02%
10,688
-286
24 25
26
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