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
BP icon
826
BP
BP
$99.5B
$431K 0.01%
12,409
-216
DGX icon
827
Quest Diagnostics
DGX
$23B
$431K 0.01%
2,481
+1,267
AWP
828
abrdn Global Premier Properties Fund
AWP
$369M
$430K 0.01%
37,364
-1,100
OLLI icon
829
Ollie's Bargain Outlet
OLLI
$6.67B
$429K 0.01%
3,916
-249
GRMN icon
830
Garmin
GRMN
$48.3B
$428K 0.01%
2,111
-67
TNK icon
831
Teekay Tankers
TNK
$3.03B
$428K 0.01%
8,014
+33
SPLB icon
832
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.22B
$428K 0.01%
18,955
+407
APH icon
833
Amphenol
APH
$163B
$427K 0.01%
3,163
-459
FNV icon
834
Franco-Nevada
FNV
$50.5B
$427K 0.01%
2,061
+35
ZIM icon
835
ZIM Integrated Shipping Services
ZIM
$3.48B
$427K 0.01%
20,118
-6,714
REMX icon
836
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.97B
$426K 0.01%
5,762
-3,547
IJJ icon
837
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.39B
$425K 0.01%
3,232
-184
DFCF icon
838
Dimensional Core Fixed Income ETF
DFCF
$9.57B
$425K 0.01%
+9,979
GTLS icon
839
Chart Industries
GTLS
$9.32B
$424K 0.01%
2,055
JHML icon
840
John Hancock Multifactor Large Cap ETF
JHML
$1.07B
$423K 0.01%
5,302
-205
LUV icon
841
Southwest Airlines
LUV
$23.2B
$423K 0.01%
10,229
-1,286
CI icon
842
Cigna
CI
$75B
$423K 0.01%
1,535
+38
BUFQ icon
843
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.2B
$422K 0.01%
+11,775
HYLS icon
844
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.8B
$417K 0.01%
9,952
-2,389
AEE icon
845
Ameren
AEE
$31.3B
$412K 0.01%
4,128
+82
OKLO
846
Oklo
OKLO
$10.3B
$412K 0.01%
5,738
+733
IGR
847
CBRE Global Real Estate Income Fund
IGR
$749M
$407K 0.01%
92,978
-4,511
ZBRA icon
848
Zebra Technologies
ZBRA
$11.4B
$404K 0.01%
1,662
+583
VIS icon
849
Vanguard Industrials ETF
VIS
$7.37B
$402K 0.01%
1,348
+71
CGGO icon
850
Capital Group Global Growth Equity ETF
CGGO
$9.19B
$402K 0.01%
11,589
+3,522
32 33
34
35 36