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
DFAI icon
751
Dimensional International Core Equity Market ETF
DFAI
$14.4B
$512K 0.01%
+13,440
FTAI icon
752
FTAI Aviation
FTAI
$29B
$512K 0.01%
2,602
-4,602
MRSH
753
Marsh
MRSH
$89.5B
$512K 0.01%
2,758
+449
DFAX icon
754
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.1B
$511K 0.01%
+15,600
VMBS icon
755
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
$510K 0.01%
10,838
+2,953
PTLC icon
756
Pacer Trendpilot US Large Cap ETF
PTLC
$3.26B
$510K 0.01%
9,180
AGGH icon
757
Simplify Aggregate Bond ETF
AGGH
$389M
$510K 0.01%
24,648
-17,881
CCJ icon
758
Cameco
CCJ
$52.4B
$510K 0.01%
5,573
-566
CGNG
759
Capital Group New Geography Equity ETF
CGNG
$1.68B
$509K 0.01%
+15,951
BOTZ icon
760
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.36B
$508K 0.01%
14,031
-500
SMOT icon
761
VanEck Morningstar SMID Moat ETF
SMOT
$346M
$508K 0.01%
14,025
-248
VPL icon
762
Vanguard FTSE Pacific ETF
VPL
$9.3B
$507K 0.01%
5,608
+38
BIZD icon
763
VanEck BDC Income ETF
BIZD
$1.48B
$504K 0.01%
35,560
FTQI icon
764
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$752M
$504K 0.01%
24,191
-31,289
CATH icon
765
Global X S&P 500 Catholic Values ETF
CATH
$1.11B
$502K 0.01%
6,104
+426
USTB icon
766
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.97B
$500K 0.01%
9,829
-470
ACI icon
767
Albertsons Companies
ACI
$8.79B
$499K 0.01%
29,080
+1,131
JCI icon
768
Johnson Controls International
JCI
$85.7B
$498K 0.01%
4,159
+154
FITB
769
Fifth Third Bancorp
FITB
$44.6B
$497K 0.01%
10,503
+3,906
CARR icon
770
Carrier Global
CARR
$51.1B
$495K 0.01%
9,367
-1,497
MNST icon
771
Monster Beverage
MNST
$76.8B
$494K 0.01%
6,438
+274
CLX icon
772
Clorox
CLX
$14.2B
$493K 0.01%
4,888
-558
HOOD icon
773
Robinhood
HOOD
$74B
$492K 0.01%
4,348
+728
PYPL icon
774
PayPal
PYPL
$43B
$489K 0.01%
8,372
-589
RUNN icon
775
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$385M
$489K 0.01%
14,656
+1,502
29 30
31
32 33