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
PFEB icon
776
Innovator US Equity Power Buffer ETF February
PFEB
$878M
$487K 0.01%
+11,814
BHP icon
777
BHP
BHP
$198B
$484K 0.01%
8,012
-329
BMI icon
778
Badger Meter
BMI
$4.35B
$482K 0.01%
2,766
+15
TMUS icon
779
T-Mobile US
TMUS
$242B
$482K 0.01%
2,375
-176
WMB icon
780
Williams Companies
WMB
$92.6B
$482K 0.01%
8,013
-784
WDC icon
781
Western Digital
WDC
$88.6B
$481K 0.01%
2,791
+405
DBO icon
782
Invesco DB Oil Fund
DBO
$268M
$479K 0.01%
+39,302
APD icon
783
Air Products & Chemicals
APD
$61.1B
$478K 0.01%
1,933
-992
IXN icon
784
iShares Global Tech ETF
IXN
$6.5B
$477K 0.01%
4,544
+39
FXD icon
785
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$290M
$475K 0.01%
6,950
+9
FDIS icon
786
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.75B
$472K 0.01%
4,620
-71
AMLP icon
787
Alerian MLP ETF
AMLP
$12B
$471K 0.01%
10,027
+1,474
CDNS icon
788
Cadence Design Systems
CDNS
$83.3B
$471K 0.01%
1,507
+187
EQIX icon
789
Equinix
EQIX
$95.2B
$469K 0.01%
612
-805
CHWY icon
790
Chewy
CHWY
$10.6B
$469K 0.01%
14,185
-3,026
IMCB icon
791
iShares Morningstar Mid-Cap ETF
IMCB
$1.5B
$469K 0.01%
5,665
+158
PFG icon
792
Principal Financial Group
PFG
$20.3B
$463K 0.01%
5,250
+25
SRE icon
793
Sempra
SRE
$62.3B
$463K 0.01%
5,243
-90
VGK icon
794
Vanguard FTSE Europe ETF
VGK
$30.8B
$462K 0.01%
5,529
+208
ETHA
795
iShares Ethereum Trust ETF
ETHA
$1.24B
$461K 0.01%
20,554
+13,510
VLUE icon
796
iShares MSCI USA Value Factor ETF
VLUE
$10.1B
$460K 0.01%
3,367
+9
FCOM icon
797
Fidelity MSCI Communication Services Index ETF
FCOM
$1.76B
$460K 0.01%
6,274
+406
PRMB
798
Primo Brands
PRMB
$8.28B
$459K 0.01%
28,081
+1,739
DFAC icon
799
Dimensional US Core Equity 2 ETF
DFAC
$42B
$459K 0.01%
11,581
+5
LVHI icon
800
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.51B
$458K 0.01%
12,449
+738
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