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
TFC icon
651
Truist Financial
TFC
$57.4B
$577K 0.02%
13,416
-2,405
IYH icon
652
iShares US Healthcare ETF
IYH
$3.07B
$575K 0.02%
10,189
+6,030
CAH icon
653
Cardinal Health
CAH
$48.8B
$572K 0.02%
3,403
-252
WRB icon
654
W.R. Berkley
WRB
$29.3B
$569K 0.02%
7,740
+69
BDX icon
655
Becton Dickinson
BDX
$55.3B
$567K 0.02%
3,293
+366
GEHC icon
656
GE HealthCare
GEHC
$33.3B
$566K 0.02%
7,640
+347
GSK icon
657
GSK
GSK
$94.8B
$566K 0.02%
14,736
+1,589
WPC icon
658
W.P. Carey
WPC
$14.8B
$564K 0.02%
9,039
-336
GNOM icon
659
Global X Genomics & Biotechnology ETF
GNOM
$54.2M
$563K 0.02%
16,688
-4,064
FXI icon
660
iShares China Large-Cap ETF
FXI
$6.85B
$562K 0.02%
15,302
+162
ROBO icon
661
ROBO Global Robotics & Automation Index ETF
ROBO
$1.17B
$562K 0.02%
9,397
-859
GPIQ icon
662
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$1.61B
$561K 0.02%
+11,268
AMLP icon
663
Alerian MLP ETF
AMLP
$10.3B
$558K 0.02%
11,422
+2,852
DOV icon
664
Dover
DOV
$25.1B
$557K 0.02%
3,041
+166
XLG icon
665
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$556K 0.02%
10,676
-3,906
SMCI icon
666
Super Micro Computer
SMCI
$21.7B
$555K 0.02%
11,318
+1,343
BUG icon
667
Global X Cybersecurity ETF
BUG
$1.05B
$553K 0.02%
14,910
+547
KMB icon
668
Kimberly-Clark
KMB
$34.5B
$552K 0.02%
4,283
-720
SUN icon
669
Sunoco
SUN
$9.88B
$552K 0.02%
10,302
+212
OLLI icon
670
Ollie's Bargain Outlet
OLLI
$7.64B
$552K 0.02%
4,189
-79
FTGC icon
671
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.33B
$551K 0.02%
22,342
+283
GPC icon
672
Genuine Parts
GPC
$17.7B
$551K 0.02%
4,539
+291
HEDJ icon
673
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
$547K 0.02%
11,375
-45
NVMI icon
674
Nova
NVMI
$8.61B
$547K 0.02%
+1,988
RCL icon
675
Royal Caribbean
RCL
$69B
$544K 0.02%
1,737
-193
25 26
27
28 29