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
$3.95B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$13.3M
3
+$11.2M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.19M
5
PLTZ
Defiance Daily Target 2x Short PLTR ETF
PLTZ
+$9.05M

Top Sells

1
+$11M
2
+$8.58M
3
+$8.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$8.18M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.78M

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 4.66%
3 Financials 3.71%
4 Industrials 2.92%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDIS icon
751
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.75B
$483K 0.01%
4,691
+127
DEO icon
752
Diageo
DEO
$45.8B
$482K 0.01%
5,050
+156
ED icon
753
Consolidated Edison
ED
$40B
$481K 0.01%
4,788
-299
NXT icon
754
Nextpower Inc
NXT
$15.4B
$480K 0.01%
+6,486
SRE icon
755
Sempra
SRE
$61.3B
$480K 0.01%
5,333
-92
KRE icon
756
State Street SPDR S&P Regional Banking ETF
KRE
$4.1B
$475K 0.01%
7,505
-598
EL icon
757
Estee Lauder
EL
$34.7B
$474K 0.01%
5,382
-517
FXD icon
758
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$287M
$474K 0.01%
6,941
-596
PSCE icon
759
Invesco S&P SmallCap Energy ETF
PSCE
$108M
$473K 0.01%
+11,103
PIE icon
760
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$151M
$468K 0.01%
19,161
+63
ARM icon
761
Arm
ARM
$128B
$466K 0.01%
3,272
+298
MRSH
762
Marsh
MRSH
$89.6B
$465K 0.01%
2,309
+58
BHP icon
763
BHP
BHP
$192B
$465K 0.01%
8,341
-370
IXN icon
764
iShares Global Tech ETF
IXN
$6.45B
$465K 0.01%
4,505
CDNS icon
765
Cadence Design Systems
CDNS
$81.8B
$463K 0.01%
1,320
+45
GPIX icon
766
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$3.14B
$461K 0.01%
8,834
+175
DWAS icon
767
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$377M
$461K 0.01%
5,000
+320
CLIP icon
768
Global X 1-3 Month T-Bill ETF
CLIP
$2.16B
$461K 0.01%
+4,588
CATH icon
769
Global X S&P 500 Catholic Values ETF
CATH
$1.1B
$460K 0.01%
5,678
+119
AWP
770
abrdn Global Premier Properties Fund
AWP
$365M
$458K 0.01%
38,464
IMCB icon
771
iShares Morningstar Mid-Cap ETF
IMCB
$1.48B
$457K 0.01%
5,507
+796
SMCI icon
772
Super Micro Computer
SMCI
$19.3B
$455K 0.01%
9,499
-1,819
UNM icon
773
Unum
UNM
$12.2B
$453K 0.01%
5,823
-8
PSCC icon
774
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$34.6M
$452K 0.01%
13,726
+4,213
FNV icon
775
Franco-Nevada
FNV
$49.2B
$452K 0.01%
2,026
-149
29 30
31
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