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
PYLD icon
51
PIMCO Multi Sector Bond Active ETF
PYLD
$12.3B
$17.4M 0.42%
652,406
+317,189
IJH icon
52
iShares Core S&P Mid-Cap ETF
IJH
$111B
$17.3M 0.42%
261,663
+4,792
THRO
53
iShares U.S. Thematic Rotation Active ETF
THRO
$7.32B
$17M 0.41%
441,060
+38,590
IAGG icon
54
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
$16.4M 0.4%
327,453
+35,983
GLDM icon
55
SPDR Gold MiniShares Trust
GLDM
$33.1B
$16M 0.39%
184,819
+27,051
VTV icon
56
Vanguard Value ETF
VTV
$169B
$15.8M 0.38%
82,797
+7,349
SPHQ icon
57
Invesco S&P 500 Quality ETF
SPHQ
$16.4B
$15.5M 0.38%
206,441
+43,706
FLRN icon
58
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.77B
$15.5M 0.38%
503,642
-82,523
AIRR icon
59
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.63B
$15.2M 0.37%
154,386
-72,283
IWF icon
60
iShares Russell 1000 Growth ETF
IWF
$116B
$15.1M 0.37%
31,989
-945
EFA icon
61
iShares MSCI EAFE ETF
EFA
$73.9B
$14.7M 0.36%
153,328
-41,461
IUSG icon
62
iShares Core S&P US Growth ETF
IUSG
$26.8B
$14.4M 0.35%
85,452
-4,155
PULS icon
63
PGIM Ultra Short Bond ETF
PULS
$14B
$14.3M 0.35%
287,689
+206,395
ABBV icon
64
AbbVie
ABBV
$414B
$13.7M 0.33%
60,004
-752
BOXX icon
65
Alpha Architect 1-3 Month Box ETF
BOXX
$10.1B
$13.3M 0.32%
115,168
+21,142
IJR icon
66
iShares Core S&P Small-Cap ETF
IJR
$95.3B
$13.2M 0.32%
109,081
+151
AGG icon
67
iShares Core US Aggregate Bond ETF
AGG
$140B
$13.1M 0.32%
131,151
+13,305
PPA icon
68
Invesco Aerospace & Defense ETF
PPA
$8.28B
$12.9M 0.31%
82,325
+11,931
PLTR icon
69
Palantir
PLTR
$352B
$12.4M 0.3%
69,705
-1,131
SCHX icon
70
Schwab US Large- Cap ETF
SCHX
$63.6B
$12.3M 0.3%
457,108
-18,237
LSGR icon
71
Natixis Loomis Sayles Focused Growth ETF
LSGR
$648M
$12M 0.29%
267,602
-11,912
MDYV icon
72
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.53B
$11.8M 0.29%
139,895
-41,102
SPSM icon
73
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.6B
$11.8M 0.29%
252,515
-8,818
SLV icon
74
iShares Silver Trust
SLV
$42.6B
$11.8M 0.29%
183,650
-90,894
PLTD
75
Direxion Daily PLTR Bear 1X Shares
PLTD
$39.7M
$11.8M 0.29%
1,792,070
+1,681,070
1 2
3
4 5