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
GM icon
651
General Motors
GM
$68B
$691K 0.02%
8,500
-744
VCR icon
652
Vanguard Consumer Discretionary ETF
VCR
$6.04B
$691K 0.02%
1,755
-584
FXI icon
653
iShares China Large-Cap ETF
FXI
$5.9B
$690K 0.02%
18,007
+2,678
CAH icon
654
Cardinal Health
CAH
$51B
$686K 0.02%
3,337
-343
SPG icon
655
Simon Property Group
SPG
$65.3B
$683K 0.02%
3,687
-226
FMB icon
656
First Trust Managed Municipal ETF
FMB
$1.97B
$677K 0.02%
13,233
+492
VOE icon
657
Vanguard Mid-Cap Value ETF
VOE
$21.5B
$676K 0.02%
3,814
-1,018
EMB icon
658
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.2B
$676K 0.02%
7,022
-232
DLN icon
659
WisdomTree US LargeCap Dividend Fund
DLN
$5.75B
$675K 0.02%
7,665
+40
NTSI icon
660
WisdomTree International Efficient Core Fund
NTSI
$472M
$675K 0.02%
+14,259
EMLC icon
661
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.97B
$671K 0.02%
25,984
+466
EQIN
662
Columbia U.S. Equity Income ETF
EQIN
$270M
$669K 0.02%
14,088
+3,104
PFF icon
663
iShares Preferred and Income Securities ETF
PFF
$14B
$669K 0.02%
21,603
+1,177
EEM icon
664
iShares MSCI Emerging Markets ETF
EEM
$26.9B
$666K 0.02%
12,170
+1,398
CAE icon
665
CAE Inc
CAE
$9.57B
$666K 0.02%
21,888
-830
VRTX icon
666
Vertex Pharmaceuticals
VRTX
$116B
$663K 0.02%
1,463
-79
NTSX icon
667
WisdomTree US Efficient Core Fund
NTSX
$1.26B
$661K 0.02%
+11,896
VCSH icon
668
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$657K 0.02%
8,243
-7,654
BKNG icon
669
Booking.com
BKNG
$145B
$657K 0.02%
130
-2
SONY icon
670
Sony
SONY
$127B
$654K 0.02%
25,566
+1,850
TFC icon
671
Truist Financial
TFC
$60.6B
$654K 0.02%
13,287
+399
SKYY icon
672
First Trust Cloud Computing ETF
SKYY
$2.47B
$654K 0.02%
5,027
-38
NVS icon
673
Novartis
NVS
$305B
$653K 0.02%
4,737
+245
FLBL icon
674
Franklin Senior Loan ETF
FLBL
$884M
$652K 0.02%
27,819
-23,925
LRN icon
675
Stride
LRN
$3.7B
$648K 0.02%
9,975
-16
25 26
27
28 29