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
COMP icon
851
Compass
COMP
$6.87B
$400K 0.01%
+37,875
FTGC icon
852
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.22B
$398K 0.01%
17,113
-3,296
IQDG icon
853
WisdomTree International Quality Dividend Growth Fund
IQDG
$726M
$397K 0.01%
9,583
+1,344
MTB icon
854
M&T Bank
MTB
$32.7B
$396K 0.01%
1,963
-120
HWM icon
855
Howmet Aerospace
HWM
$104B
$395K 0.01%
1,928
-166
SOFI icon
856
SoFi Technologies
SOFI
$23.8B
$394K 0.01%
15,058
+2,104
CLS icon
857
Celestica
CLS
$31.1B
$392K 0.01%
1,327
+30
CW icon
858
Curtiss-Wright
CW
$26.3B
$392K 0.01%
711
+49
BOND icon
859
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.53B
$392K 0.01%
4,210
+1,511
BSX icon
860
Boston Scientific
BSX
$107B
$392K 0.01%
4,111
-355
RHLD
861
Resolute Holdings Management
RHLD
$1.53B
$391K 0.01%
+1,895
NCLH icon
862
Norwegian Cruise Line
NCLH
$9.61B
$388K 0.01%
17,404
+357
BRW
863
Saba Capital Income & Opportunities Fund
BRW
$284M
$388K 0.01%
55,323
+21,198
OHI icon
864
Omega Healthcare
OHI
$14B
$387K 0.01%
8,731
-742
VNQ icon
865
Vanguard Real Estate ETF
VNQ
$36.7B
$387K 0.01%
4,370
-165
ACT icon
866
Enact Holdings
ACT
$6.11B
$387K 0.01%
9,751
+52
DIVO icon
867
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.58B
$385K 0.01%
8,644
+239
HII icon
868
Huntington Ingalls Industries
HII
$17.2B
$384K 0.01%
1,128
+59
FRDM icon
869
Freedom 100 Emerging Markets ETF
FRDM
$2.73B
$383K 0.01%
7,466
+239
IBKR icon
870
Interactive Brokers
IBKR
$30.8B
$381K 0.01%
5,928
-389
NVR icon
871
NVR
NVR
$20.3B
$379K 0.01%
52
AOM icon
872
iShares Core Moderate Allocation ETF
AOM
$1.7B
$379K 0.01%
7,944
+4
NUMG icon
873
Nuveen ESG Mid-Cap Growth ETF
NUMG
$363M
$378K 0.01%
7,911
-884
JBBB icon
874
Janus Henderson B-BBB CLO ETF
JBBB
$1.09B
$377K 0.01%
7,911
-304
SIXG
875
Defiance Connective Technologies ETF
SIXG
$709M
$377K 0.01%
5,907
-618
33 34
35
36 37