IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.64B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,211
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$19.5M
3
+$14.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$13.2M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$12.3M

Top Sells

1
+$16.5M
2
+$13.3M
3
+$12.3M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$8.55M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.49M

Sector Composition

1 Technology 11.17%
2 Consumer Discretionary 4.29%
3 Financials 3.92%
4 Industrials 2.86%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APH icon
851
Amphenol
APH
$189B
$325K 0.01%
+3,291
CW icon
852
Curtiss-Wright
CW
$24.5B
$323K 0.01%
662
-24
HRB icon
853
H&R Block
HRB
$5.32B
$323K 0.01%
5,884
+111
ATO icon
854
Atmos Energy
ATO
$27.6B
$323K 0.01%
2,095
-30
HBAN icon
855
Huntington Bancshares
HBAN
$28.4B
$323K 0.01%
19,251
+22
OKLO
856
Oklo
OKLO
$14.8B
$322K 0.01%
+5,759
RSHO icon
857
Tema American Reshoring ETF
RSHO
$198M
$322K 0.01%
8,211
-1,198
XFIV icon
858
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
$417M
$322K 0.01%
+6,525
ES icon
859
Eversource Energy
ES
$26.3B
$321K 0.01%
5,052
+795
HYG icon
860
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.2B
$321K 0.01%
3,985
-2,819
OTIS icon
861
Otis Worldwide
OTIS
$35.1B
$319K 0.01%
3,221
-1,470
ELF icon
862
e.l.f. Beauty
ELF
$5.37B
$319K 0.01%
2,562
-839
STX icon
863
Seagate
STX
$71.1B
$317K 0.01%
+2,199
VRSN icon
864
VeriSign
VRSN
$23.1B
$317K 0.01%
1,096
-16
PSCC icon
865
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$34M
$316K 0.01%
9,513
-869
SLX icon
866
VanEck Steel ETF
SLX
$172M
$316K 0.01%
4,773
-286
GIS icon
867
General Mills
GIS
$23.7B
$314K 0.01%
6,065
+542
HGER icon
868
Harbor Commodity All-Weather Strategy ETF
HGER
$1.52B
$314K 0.01%
12,920
-37
ESGR
869
DELISTED
Enstar Group
ESGR
$313K 0.01%
932
-170
BSMQ icon
870
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$303M
$313K 0.01%
13,296
BKF icon
871
iShares MSCI BIC ETF
BKF
$93.7M
$313K 0.01%
7,556
+56
FRDM icon
872
Freedom 100 Emerging Markets ETF
FRDM
$2.13B
$312K 0.01%
7,729
-242
XSMO icon
873
Invesco S&P SmallCap Momentum ETF
XSMO
$2.22B
$312K 0.01%
4,585
-1,201
FCOM icon
874
Fidelity MSCI Communication Services Index ETF
FCOM
$1.92B
$312K 0.01%
+4,807
HAPI icon
875
Harbor Human Capital Factor US Large Cap ETF
HAPI
$445M
$310K 0.01%
8,124
-1,234
33 34
35
36 37