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
CGDG icon
726
Capital Group Dividend Growers ETF
CGDG
$4.63B
$542K 0.01%
15,202
+4,355
DGRS icon
727
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$376M
$542K 0.01%
10,915
-1,808
HEDJ icon
728
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.8B
$540K 0.01%
10,184
-144
NUE icon
729
Nucor
NUE
$40.6B
$539K 0.01%
3,306
+64
FEX icon
730
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.44B
$538K 0.01%
4,538
-41
UOCT icon
731
Innovator US Equity Ultra Buffer ETF October
UOCT
$238M
$536K 0.01%
13,731
-58,956
IHDG icon
732
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.3B
$536K 0.01%
11,009
-15
ABNB icon
733
Airbnb
ABNB
$81.3B
$535K 0.01%
3,953
-6,233
QXO
734
QXO Inc
QXO
$16.5B
$535K 0.01%
+27,726
LUNR icon
735
Intuitive Machines
LUNR
$2.65B
$535K 0.01%
32,949
-2,392
FLOT icon
736
iShares Floating Rate Bond ETF
FLOT
$9.2B
$534K 0.01%
+10,499
WBD icon
737
Warner Bros
WBD
$69.3B
$533K 0.01%
18,497
+2,678
DLS icon
738
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
$532K 0.01%
6,566
+328
SIVR icon
739
abrdn Physical Silver Shares ETF
SIVR
$6.05B
$532K 0.01%
7,862
+945
BDX icon
740
Becton Dickinson
BDX
$48.8B
$528K 0.01%
2,722
-586
NGG icon
741
National Grid
NGG
$89.9B
$525K 0.01%
6,786
-292
NEM icon
742
Newmont
NEM
$130B
$524K 0.01%
5,241
+293
BNDX icon
743
Vanguard Total International Bond ETF
BNDX
$75.9B
$523K 0.01%
10,822
-42
EOG icon
744
EOG Resources
EOG
$68.6B
$522K 0.01%
4,975
+522
ZECP icon
745
Zacks Earnings Consistent Portfolio ETF
ZECP
$307M
$522K 0.01%
15,014
+4,006
MPLX icon
746
MPLX
MPLX
$59.9B
$520K 0.01%
9,752
+5,359
SPSB icon
747
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.79B
$520K 0.01%
17,210
-39,674
RCL icon
748
Royal Caribbean
RCL
$77.7B
$517K 0.01%
1,852
+11
FALN icon
749
iShares Fallen Angels USD Bond ETF
FALN
$1.84B
$515K 0.01%
18,860
-682
FISV
750
Fiserv Inc
FISV
$33.5B
$513K 0.01%
7,636
+5,549
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