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
TOST icon
651
Toast
TOST
$18B
$659K 0.02%
18,042
-539
EMLC icon
652
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.99B
$651K 0.02%
+25,518
RITM icon
653
Rithm Capital
RITM
$5.44B
$650K 0.02%
57,104
-845
ADSK icon
654
Autodesk
ADSK
$56B
$649K 0.02%
2,044
+13
CARR icon
655
Carrier Global
CARR
$50.5B
$649K 0.02%
10,864
-196
ICLN icon
656
iShares Global Clean Energy ETF
ICLN
$2.07B
$646K 0.02%
41,743
+1,254
FMB icon
657
First Trust Managed Municipal ETF
FMB
$1.97B
$646K 0.02%
12,741
+97
PFF icon
658
iShares Preferred and Income Securities ETF
PFF
$14.1B
$646K 0.02%
20,426
-684
MET icon
659
MetLife
MET
$47.6B
$642K 0.02%
7,792
-123
PHO icon
660
Invesco Water Resources ETF
PHO
$2.08B
$641K 0.02%
8,891
+1
GSK icon
661
GSK
GSK
$111B
$640K 0.02%
14,822
+86
FIX icon
662
Comfort Systems
FIX
$47.4B
$638K 0.02%
773
-22
ARTY
663
iShares Future AI & Tech ETF
ARTY
$2.21B
$637K 0.02%
+13,921
DGRS icon
664
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$371M
$636K 0.02%
12,723
-413
GPC icon
665
Genuine Parts
GPC
$16.1B
$632K 0.02%
4,561
+22
FXI icon
666
iShares China Large-Cap ETF
FXI
$5.93B
$631K 0.02%
15,329
+27
TPC
667
Tutor Perini Cor
TPC
$3.75B
$629K 0.02%
+9,596
ILCB icon
668
iShares Morningstar US Equity ETF
ILCB
$1.15B
$621K 0.02%
6,718
-322
BDX icon
669
Becton Dickinson
BDX
$48.3B
$619K 0.02%
3,308
+15
OUNZ icon
670
VanEck Merk Gold Trust
OUNZ
$3.1B
$615K 0.02%
16,548
+770
GPIQ icon
671
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$3.02B
$615K 0.02%
11,721
+453
REMX icon
672
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.83B
$613K 0.02%
9,309
-1,184
SFM icon
673
Sprouts Farmers Market
SFM
$7.27B
$612K 0.02%
5,625
-73
VDE icon
674
Vanguard Energy ETF
VDE
$9.11B
$612K 0.02%
4,861
-83
TMUS icon
675
T-Mobile US
TMUS
$243B
$611K 0.02%
2,551
+79
25 26
27
28 29