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
XLG icon
701
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
$605K 0.01%
10,203
-3,828
KGC icon
702
Kinross Gold
KGC
$38.6B
$604K 0.01%
21,450
-54
KR icon
703
Kroger
KR
$45B
$604K 0.01%
9,665
+979
GPIX icon
704
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$3.12B
$603K 0.01%
11,414
+2,580
TT icon
705
Trane Technologies
TT
$95.6B
$599K 0.01%
1,538
-117
PEG icon
706
Public Service Enterprise Group
PEG
$41.9B
$596K 0.01%
7,419
-501
CTVA icon
707
Corteva
CTVA
$51.6B
$594K 0.01%
8,859
+4,847
CRWV
708
CoreWeave Inc
CRWV
$38.6B
$594K 0.01%
8,291
+4,715
TOST icon
709
Toast
TOST
$17.8B
$594K 0.01%
16,753
-1,289
BAR icon
710
GraniteShares Gold Shares
BAR
$1.76B
$590K 0.01%
13,894
-217
KRE icon
711
State Street SPDR S&P Regional Banking ETF
KRE
$4.08B
$587K 0.01%
9,065
+1,560
EIPI
712
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.05B
$586K 0.01%
29,467
+3,850
IWO icon
713
iShares Russell 2000 Growth ETF
IWO
$12.8B
$585K 0.01%
1,812
+96
DYLD icon
714
LeaderShares Dynamic Yield ETF
DYLD
$41.8M
$583K 0.01%
25,771
+293
FNX icon
715
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.25B
$580K 0.01%
4,602
+258
OUNZ icon
716
VanEck Merk Gold Trust
OUNZ
$3.1B
$579K 0.01%
13,948
-2,600
SPTL icon
717
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11B
$577K 0.01%
21,795
+409
IUSB icon
718
iShares Core Universal USD Bond ETF
IUSB
$35.8B
$571K 0.01%
12,276
+1,812
GPC icon
719
Genuine Parts
GPC
$15.9B
$571K 0.01%
4,644
+83
YUM icon
720
Yum! Brands
YUM
$43.5B
$568K 0.01%
3,755
+43
NXT icon
721
Nextpower Inc
NXT
$15.1B
$565K 0.01%
6,486
SUN icon
722
Sunoco
SUN
$12.1B
$556K 0.01%
10,602
+50
CP icon
723
Canadian Pacific Kansas City
CP
$76.2B
$550K 0.01%
7,469
-2,608
ICLN icon
724
iShares Global Clean Energy ETF
ICLN
$2.05B
$549K 0.01%
33,398
-8,345
WRB icon
725
W.R. Berkley
WRB
$26.3B
$547K 0.01%
7,795
+136
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