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
ROBO icon
676
ROBO Global Robotics & Automation Index ETF
ROBO
$1.62B
$610K 0.02%
9,305
-92
USB icon
677
US Bancorp
USB
$83.8B
$609K 0.02%
12,606
+1,751
SCHZ icon
678
Schwab US Aggregate Bond ETF
SCHZ
$9.98B
$609K 0.02%
25,956
-664
VRTX icon
679
Vertex Pharmaceuticals
VRTX
$117B
$604K 0.02%
1,542
-5
PYPL icon
680
PayPal
PYPL
$43.9B
$601K 0.02%
8,961
+284
RCL icon
681
Royal Caribbean
RCL
$76.6B
$596K 0.02%
1,841
+104
INDA icon
682
iShares MSCI India ETF
INDA
$8.92B
$590K 0.01%
11,334
+2,171
TFC icon
683
Truist Financial
TFC
$61.2B
$589K 0.01%
12,888
-528
WRB icon
684
W.R. Berkley
WRB
$26.2B
$587K 0.01%
7,659
-81
KR icon
685
Kroger
KR
$45.3B
$586K 0.01%
8,686
-187
PRMB
686
Primo Brands
PRMB
$8B
$582K 0.01%
26,342
+1,918
KOMP icon
687
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.49B
$582K 0.01%
9,344
-1,344
DYLD icon
688
LeaderShares Dynamic Yield ETF
DYLD
$41.7M
$579K 0.01%
25,478
-5,075
CAH icon
689
Cardinal Health
CAH
$50.8B
$578K 0.01%
3,680
+277
PSCU icon
690
Invesco S&P SmallCap Utilities & Communication Services ETF
PSCU
$14.5M
$577K 0.01%
+10,040
SPTL icon
691
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11B
$576K 0.01%
21,386
-649
NVS icon
692
Novartis
NVS
$307B
$576K 0.01%
4,492
+561
EEM icon
693
iShares MSCI Emerging Markets ETF
EEM
$27.2B
$575K 0.01%
10,772
+23
YUM icon
694
Yum! Brands
YUM
$43.8B
$564K 0.01%
3,712
+141
PNC icon
695
PNC Financial Services
PNC
$85.7B
$564K 0.01%
2,808
-2
GM icon
696
General Motors
GM
$68.9B
$564K 0.01%
9,244
-1,541
GEHC icon
697
GE HealthCare
GEHC
$35.1B
$563K 0.01%
7,498
-142
OKLO
698
Oklo
OKLO
$9.69B
$559K 0.01%
5,005
-754
WMB icon
699
Williams Companies
WMB
$91.4B
$557K 0.01%
8,797
+619
STX icon
700
Seagate
STX
$82.3B
$556K 0.01%
2,355
+156
26 27
28
29 30