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
$3.64B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,211
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$19.5M
3
+$14.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$13.2M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$12.3M

Top Sells

1
+$16.5M
2
+$13.3M
3
+$12.3M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$8.55M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.49M

Sector Composition

1 Technology 11.17%
2 Consumer Discretionary 4.29%
3 Financials 3.92%
4 Industrials 2.86%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NDIA icon
701
Global X India Active ETF
NDIA
$51.3M
$499K 0.01%
16,250
+1,100
FNX icon
702
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.14B
$497K 0.01%
4,328
-602
VRSK icon
703
Verisk Analytics
VRSK
$30.1B
$496K 0.01%
1,592
-37
IONQ icon
704
IonQ
IONQ
$16.7B
$494K 0.01%
+11,507
DEO icon
705
Diageo
DEO
$52.6B
$494K 0.01%
4,894
+746
MMC icon
706
Marsh & McLennan
MMC
$89.6B
$492K 0.01%
2,251
-55
BIDU icon
707
Baidu
BIDU
$39.9B
$492K 0.01%
5,734
-197
USB icon
708
US Bancorp
USB
$73.2B
$491K 0.01%
10,855
+645
BSX icon
709
Boston Scientific
BSX
$152B
$491K 0.01%
4,571
+710
IWO icon
710
iShares Russell 2000 Growth ETF
IWO
$12.6B
$490K 0.01%
1,714
-6
ADUS icon
711
Addus HomeCare
ADUS
$2.02B
$489K 0.01%
4,241
-374
IGEB icon
712
iShares Investment Grade Systematic Bond ETF
IGEB
$1.37B
$481K 0.01%
10,593
-7,539
KRE icon
713
State Street SPDR S&P Regional Banking ETF
KRE
$3.95B
$481K 0.01%
8,103
-4,148
ARM icon
714
Arm
ARM
$148B
$481K 0.01%
2,974
+370
EQIX icon
715
Equinix
EQIX
$77.1B
$481K 0.01%
604
-18
KNSL icon
716
Kinsale Capital Group
KNSL
$9.07B
$480K 0.01%
993
-7
IHDG icon
717
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.37B
$480K 0.01%
10,664
-1,186
WBA
718
DELISTED
Walgreens Boots Alliance
WBA
$480K 0.01%
41,807
-8,301
DFIC icon
719
Dimensional International Core Equity 2 ETF
DFIC
$10.7B
$479K 0.01%
15,421
IGSB icon
720
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
$479K 0.01%
9,076
-15,966
FXD icon
721
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$316M
$478K 0.01%
7,537
-35
EL icon
722
Estee Lauder
EL
$31.8B
$477K 0.01%
5,899
+2,098
NVS icon
723
Novartis
NVS
$252B
$476K 0.01%
3,931
+1,173
QQQE icon
724
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.23B
$475K 0.01%
+4,829
UNM icon
725
Unum
UNM
$12.9B
$471K 0.01%
5,831
-164
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