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
GCOW icon
726
Pacer Global Cash Cows Dividend ETF
GCOW
$2.57B
$468K 0.01%
12,325
+117
PTLC icon
727
Pacer Trendpilot US Large Cap ETF
PTLC
$3.47B
$466K 0.01%
9,180
-790
BIZD icon
728
VanEck BDC Income ETF
BIZD
$1.49B
$462K 0.01%
28,408
+2,888
AWP
729
abrdn Global Premier Properties Fund
AWP
$334M
$457K 0.01%
115,391
-3,300
VPL icon
730
Vanguard FTSE Pacific ETF
VPL
$8.24B
$457K 0.01%
5,558
-84
DLS icon
731
WisdomTree International SmallCap Dividend Fund
DLS
$1.01B
$457K 0.01%
6,078
-730
CI icon
732
Cigna
CI
$72B
$456K 0.01%
1,380
-9
VIRT icon
733
Virtu Financial
VIRT
$2.99B
$456K 0.01%
10,187
-71
APO icon
734
Apollo Global Management
APO
$75.8B
$455K 0.01%
3,207
-303
GRMN icon
735
Garmin
GRMN
$37.3B
$452K 0.01%
2,165
-37
VGK icon
736
Vanguard FTSE Europe ETF
VGK
$27.7B
$452K 0.01%
5,826
+309
DGT icon
737
State Street SPDR Global Dow ETF
DGT
$512M
$450K 0.01%
2,986
+294
BOTZ icon
738
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.97B
$450K 0.01%
13,768
-3,560
MKL icon
739
Markel Group
MKL
$26B
$443K 0.01%
222
SIXG
740
Defiance Connective Technologies ETF
SIXG
$765M
$442K 0.01%
8,381
-559
CARY icon
741
Angel Oak Income ETF
CARY
$649M
$440K 0.01%
+21,155
BNDX icon
742
Vanguard Total International Bond ETF
BNDX
$69.3B
$440K 0.01%
8,887
+2,573
JAVA icon
743
JPMorgan Active Value ETF
JAVA
$4.24B
$435K 0.01%
6,639
+3,305
FALN icon
744
iShares Fallen Angels USD Bond ETF
FALN
$1.79B
$435K 0.01%
16,010
-72
NTRS icon
745
Northern Trust
NTRS
$24.1B
$433K 0.01%
3,418
+56
PBD icon
746
Invesco Global Clean Energy ETF
PBD
$94.6M
$433K 0.01%
34,370
-4,980
GPIX icon
747
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$1.64B
$431K 0.01%
+8,659
SPOT icon
748
Spotify
SPOT
$131B
$431K 0.01%
562
-38
PFG icon
749
Principal Financial Group
PFG
$18.6B
$431K 0.01%
5,425
+178
NFTY icon
750
First Trust India Nifty 50 Equal Weight ETF
NFTY
$196M
$431K 0.01%
7,184
-111
28 29
30
31 32