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
NFTY icon
801
First Trust India Nifty 50 Equal Weight ETF
NFTY
$157M
$458K 0.01%
7,850
-1,903
REGN icon
802
Regeneron Pharmaceuticals
REGN
$83.3B
$457K 0.01%
593
-21
PIE icon
803
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$153M
$457K 0.01%
19,345
+184
NTRS icon
804
Northern Trust
NTRS
$27B
$456K 0.01%
3,341
+32
CAG icon
805
Conagra Brands
CAG
$9.02B
$456K 0.01%
+26,359
ED icon
806
Consolidated Edison
ED
$40.6B
$456K 0.01%
4,591
-197
FSSL
807
FS Specialty Lending Fund
FSSL
$452K 0.01%
+31,991
SYY icon
808
Sysco
SYY
$42B
$451K 0.01%
6,113
+1,772
SAP icon
809
SAP
SAP
$228B
$449K 0.01%
1,849
+31
TTE icon
810
TotalEnergies
TTE
$163B
$448K 0.01%
6,846
-256
BN icon
811
Brookfield
BN
$96.9B
$446K 0.01%
9,682
-970
UNM icon
812
Unum
UNM
$12B
$446K 0.01%
5,750
-73
JETS icon
813
US Global Jets ETF
JETS
$758M
$444K 0.01%
+15,829
B
814
Barrick Mining
B
$78.4B
$444K 0.01%
10,192
+1,001
ARM icon
815
Arm
ARM
$132B
$443K 0.01%
4,025
+753
SA
816
Seabridge Gold
SA
$3.72B
$442K 0.01%
14,935
-500
SFM icon
817
Sprouts Farmers Market
SFM
$7.23B
$441K 0.01%
5,536
-89
RIO icon
818
Rio Tinto
RIO
$156B
$438K 0.01%
5,469
+5
PFFD icon
819
Global X US Preferred ETF
PFFD
$2.24B
$438K 0.01%
23,143
+2,787
NBSD
820
Neuberger Short Duration Income ETF
NBSD
$928M
$437K 0.01%
8,546
+1,424
GPGI
821
GPGI Inc
GPGI
$6.8B
$437K 0.01%
22,687
-2,158
CARY icon
822
Angel Oak Income ETF
CARY
$884M
$436K 0.01%
20,947
-156
ADM icon
823
Archer Daniels Midland
ADM
$32.3B
$436K 0.01%
7,580
+2,018
BIIB icon
824
Biogen
BIIB
$27.9B
$435K 0.01%
+2,473
LPG icon
825
Dorian LPG
LPG
$1.59B
$433K 0.01%
17,804
+365
31 32
33
34 35