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
UL icon
676
Unilever
UL
$147B
$645K 0.02%
9,863
-101
DMA
677
Destra Multi-Alternative Fund
DMA
$75.8M
$645K 0.02%
71,858
+13,407
WPC icon
678
W.P. Carey
WPC
$16.3B
$644K 0.02%
10,004
+124
TPC
679
Tutor Perini Cor
TPC
$3.76B
$643K 0.02%
9,596
ROBO icon
680
ROBO Global Robotics & Automation Index ETF
ROBO
$1.63B
$636K 0.02%
9,177
-128
TFLO icon
681
iShares Treasury Floating Rate Bond ETF
TFLO
$6.41B
$634K 0.02%
12,571
-2,998
ILCB icon
682
iShares Morningstar US Equity ETF
ILCB
$1.15B
$633K 0.02%
6,712
-6
PDI icon
683
PIMCO Dynamic Income Fund
PDI
$7.49B
$633K 0.02%
35,759
+690
FAST icon
684
Fastenal
FAST
$54.3B
$632K 0.02%
15,754
-586
MET icon
685
MetLife
MET
$47.2B
$627K 0.02%
7,946
+154
LVS icon
686
Las Vegas Sands
LVS
$37.1B
$626K 0.02%
9,618
-3,376
DGT icon
687
State Street SPDR Global Dow ETF
DGT
$544M
$625K 0.02%
3,752
+611
RITM icon
688
Rithm Capital
RITM
$5.5B
$625K 0.02%
57,325
+221
GEHC icon
689
GE HealthCare
GEHC
$34.9B
$623K 0.02%
7,594
+96
BUFD icon
690
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.7B
$622K 0.02%
22,019
+7,471
TIP icon
691
iShares TIPS Bond ETF
TIP
$14.3B
$617K 0.02%
5,614
+682
KDP icon
692
Keurig Dr Pepper
KDP
$38.8B
$616K 0.02%
+22,000
SRVR icon
693
Pacer Data & Infrastructure Real Estate ETF
SRVR
$368M
$615K 0.02%
21,471
-2,895
GCOW icon
694
Pacer Global Cash Cows Dividend ETF
GCOW
$3.12B
$614K 0.01%
14,897
+2,461
GWW icon
695
W.W. Grainger
GWW
$54.3B
$614K 0.01%
608
-157
PHO icon
696
Invesco Water Resources ETF
PHO
$2.09B
$614K 0.01%
8,714
-177
VDE icon
697
Vanguard Energy ETF
VDE
$9.15B
$613K 0.01%
4,867
+6
INDA icon
698
iShares MSCI India ETF
INDA
$8.87B
$612K 0.01%
11,329
-5
MSI icon
699
Motorola Solutions
MSI
$78B
$611K 0.01%
1,595
+21
MKL icon
700
Markel Group
MKL
$25.5B
$608K 0.01%
283
26 27
28
29 30