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
MTUM icon
826
iShares MSCI USA Momentum Factor ETF
MTUM
$23.3B
$390K 0.01%
1,523
+34
FLXR
827
TCW Flexible Income ETF
FLXR
$2.94B
$386K 0.01%
9,688
+2,874
RSPH icon
828
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$713M
$381K 0.01%
12,980
+2,534
SE icon
829
Sea Limited
SE
$53.2B
$381K 0.01%
2,132
+681
HYG icon
830
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$379K 0.01%
4,667
+682
VIS icon
831
Vanguard Industrials ETF
VIS
$7.68B
$378K 0.01%
1,277
-198
NI icon
832
NiSource
NI
$22.5B
$378K 0.01%
8,732
+97
AOM icon
833
iShares Core Moderate Allocation ETF
AOM
$1.72B
$378K 0.01%
7,940
+2
CGDG icon
834
Capital Group Dividend Growers ETF
CGDG
$4.74B
$376K 0.01%
10,847
+70
DIVO icon
835
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.82B
$375K 0.01%
8,405
+3,570
BBN icon
836
BlackRock Taxable Municipal Bond Trust
BBN
$1.01B
$374K 0.01%
22,513
-610
SA
837
Seabridge Gold
SA
$3.31B
$373K 0.01%
15,435
+400
ACT icon
838
Enact Holdings
ACT
$6.1B
$372K 0.01%
9,699
+52
LUNR icon
839
Intuitive Machines
LUNR
$4.39B
$372K 0.01%
35,341
-1,380
SMMV icon
840
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$283M
$370K 0.01%
8,605
-131
VMBS icon
841
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$370K 0.01%
+7,885
ZECP icon
842
Zacks Earnings Consistent Portfolio ETF
ZECP
$317M
$370K 0.01%
11,008
-272
VRSN icon
843
VeriSign
VRSN
$24.6B
$368K 0.01%
1,317
+221
LUV icon
844
Southwest Airlines
LUV
$18.5B
$367K 0.01%
11,515
+110
VIRT icon
845
Virtu Financial
VIRT
$4.14B
$366K 0.01%
10,304
+117
KRMA icon
846
Global X Conscious Companies ETF
KRMA
$115M
$365K 0.01%
8,444
+367
NBSD
847
Neuberger Short Duration Income ETF
NBSD
$991M
$364K 0.01%
+7,122
ZIM icon
848
ZIM Integrated Shipping Services
ZIM
$3.16B
$364K 0.01%
26,832
+447
QTUM icon
849
Defiance Quantum ETF
QTUM
$3.99B
$361K 0.01%
3,441
+631
RIO icon
850
Rio Tinto
RIO
$161B
$361K 0.01%
5,464
+841
32 33
34
35 36