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
FRO icon
876
Frontline
FRO
$8.08B
$377K 0.01%
17,280
+44
MEAR icon
877
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.38B
$375K 0.01%
7,462
+1,336
XT icon
878
iShares Future Exponential Technologies ETF
XT
$3.59B
$375K 0.01%
5,382
-183
SKWD icon
879
Skyward Specialty Insurance
SKWD
$2.15B
$375K 0.01%
+7,343
RSPH icon
880
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$766M
$373K 0.01%
11,716
-1,264
KRMA icon
881
Global X Conscious Companies ETF
KRMA
$112M
$370K 0.01%
8,521
+77
EQNR icon
882
Equinor
EQNR
$78.8B
$370K 0.01%
15,640
-662
QBTS icon
883
D-Wave Quantum
QBTS
$6.99B
$368K 0.01%
14,071
+1,880
USA icon
884
Liberty All-Star Equity Fund
USA
$1.76B
$368K 0.01%
58,588
+2,993
SMMV icon
885
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$297M
$368K 0.01%
8,491
-114
PXE icon
886
Invesco Energy Exploration & Production ETF
PXE
$87.8M
$368K 0.01%
+13,160
TRFK icon
887
Pacer Data and Digital Revolution ETF
TRFK
$447M
$367K 0.01%
5,732
+1,685
TMSL icon
888
T. Rowe Price Small-Mid Cap ETF
TMSL
$1.59B
$366K 0.01%
10,197
+47
QTUM icon
889
Defiance Quantum ETF
QTUM
$3.59B
$364K 0.01%
3,317
-124
EL icon
890
Estee Lauder
EL
$35.9B
$362K 0.01%
3,460
-1,922
DVYE icon
891
iShares Emerging Markets Dividend ETF
DVYE
$1.27B
$361K 0.01%
11,589
+760
ATO icon
892
Atmos Energy
ATO
$30.9B
$361K 0.01%
2,153
+51
SGOV icon
893
iShares 0-3 Month Treasury Bond ETF
SGOV
$74.8B
$357K 0.01%
3,554
-7,371
DTH icon
894
WisdomTree International High Dividend Fund
DTH
$644M
$356K 0.01%
6,907
+366
MTUM icon
895
iShares MSCI USA Momentum Factor ETF
MTUM
$21.1B
$356K 0.01%
1,422
-101
XFIV icon
896
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
$437M
$355K 0.01%
7,175
DBMF icon
897
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.05B
$355K 0.01%
+12,639
FXG icon
898
First Trust Consumer Staples AlphaDEX Fund
FXG
$248M
$354K 0.01%
+5,827
TRGP icon
899
Targa Resources
TRGP
$52.2B
$353K 0.01%
1,914
+1
TDIV icon
900
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.72B
$352K 0.01%
3,631
+90
34 35
36
37 38