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
$3.95B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$13.5M
3
+$12.1M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$9.92M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.55M

Top Sells

1
+$11.8M
2
+$8.6M
3
+$8.5M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$8.31M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.95M

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
NFTY icon
701
First Trust India Nifty 50 Equal Weight ETF
NFTY
$181M
$555K 0.01%
9,753
+2,569
BAH icon
702
Booz Allen Hamilton
BAH
$9.9B
$551K 0.01%
5,516
+2,715
IWO icon
703
iShares Russell 2000 Growth ETF
IWO
$12.9B
$549K 0.01%
1,716
+2
TIP icon
704
iShares TIPS Bond ETF
TIP
$14.5B
$549K 0.01%
4,932
-3,144
QQQJ icon
705
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$720M
$548K 0.01%
15,306
-5,983
CGBL icon
706
Capital Group Core Balanced ETF
CGBL
$4.05B
$547K 0.01%
15,745
+77
FNX icon
707
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.16B
$545K 0.01%
4,344
+16
FALN icon
708
iShares Fallen Angels USD Bond ETF
FALN
$1.77B
$543K 0.01%
19,542
+3,532
MKL icon
709
Markel Group
MKL
$26B
$541K 0.01%
283
+61
BNDX icon
710
Vanguard Total International Bond ETF
BNDX
$72.4B
$537K 0.01%
10,864
+1,977
BAR icon
711
GraniteShares Gold Shares
BAR
$1.41B
$537K 0.01%
14,111
-1,910
GRMN icon
712
Garmin
GRMN
$37.9B
$536K 0.01%
2,178
+13
FEX icon
713
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.36B
$535K 0.01%
4,579
+8
OLLI icon
714
Ollie's Bargain Outlet
OLLI
$7.34B
$535K 0.01%
4,165
-24
KGC icon
715
Kinross Gold
KGC
$33.2B
$534K 0.01%
21,504
BIZD icon
716
VanEck BDC Income ETF
BIZD
$1.55B
$531K 0.01%
35,560
+7,152
FTGC icon
717
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.19B
$529K 0.01%
20,409
-1,933
SUN icon
718
Sunoco
SUN
$10.2B
$528K 0.01%
10,552
+250
USTB icon
719
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.69B
$525K 0.01%
10,299
HEDJ icon
720
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.76B
$521K 0.01%
10,328
-1,047
KMB icon
721
Kimberly-Clark
KMB
$35.5B
$520K 0.01%
4,185
-98
LPG icon
722
Dorian LPG
LPG
$1.05B
$520K 0.01%
17,439
+319
PBD icon
723
Invesco Global Clean Energy ETF
PBD
$148M
$519K 0.01%
34,460
+90
HYLS icon
724
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.76B
$519K 0.01%
12,341
+7,544
HOOD icon
725
Robinhood
HOOD
$113B
$518K 0.01%
3,620
+507
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