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
SPYD icon
851
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.47B
$360K 0.01%
8,178
-332
CW icon
852
Curtiss-Wright
CW
$25.1B
$359K 0.01%
662
DHI icon
853
D.R. Horton
DHI
$43.8B
$359K 0.01%
2,119
-235
ATO icon
854
Atmos Energy
ATO
$30.5B
$359K 0.01%
2,102
+7
LINK icon
855
Interlink Electronics
LINK
$52.6M
$359K 0.01%
42,321
-857
ORLY icon
856
O'Reilly Automotive
ORLY
$79.3B
$359K 0.01%
3,327
-288
PSQ icon
857
ProShares Short QQQ
PSQ
$638M
$359K 0.01%
+11,550
SYY icon
858
Sysco
SYY
$41.7B
$357K 0.01%
4,341
-2,803
TMSL icon
859
T. Rowe Price Small-Mid Cap ETF
TMSL
$1.56B
$357K 0.01%
10,150
-42
STZ icon
860
Constellation Brands
STZ
$26B
$357K 0.01%
2,651
+400
HYDR icon
861
Global X Hydrogen ETF
HYDR
$62.9M
$356K 0.01%
10,346
+25
ES icon
862
Eversource Energy
ES
$27.6B
$356K 0.01%
5,010
-42
XFIV icon
863
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
$435M
$355K 0.01%
7,175
+650
USA icon
864
Liberty All-Star Equity Fund
USA
$1.75B
$352K 0.01%
55,595
-1,501
TDIV icon
865
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.72B
$349K 0.01%
3,541
+289
SPHB icon
866
Invesco S&P 500 High Beta ETF
SPHB
$649M
$349K 0.01%
3,175
-204
MSD
867
Morgan Stanley Emerging Markets Debt Fund
MSD
$154M
$346K 0.01%
47,000
NLY icon
868
Annaly Capital Management
NLY
$16.7B
$346K 0.01%
+17,109
REGN icon
869
Regeneron Pharmaceuticals
REGN
$81B
$345K 0.01%
614
-29
PAUG icon
870
Innovator US Equity Power Buffer ETF August
PAUG
$886M
$344K 0.01%
8,100
HAFN icon
871
Hafnia
HAFN
$3.7B
$343K 0.01%
57,220
-41
SLX icon
872
VanEck Steel ETF
SLX
$194M
$343K 0.01%
4,727
-46
SOFI icon
873
SoFi Technologies
SOFI
$24.6B
$342K 0.01%
+12,954
GIS icon
874
General Mills
GIS
$23.4B
$342K 0.01%
6,783
+718
SYFI
875
AB Short Duration High Yield ETF
SYFI
$887M
$342K 0.01%
9,462
+71
33 34
35
36 37