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
XSHQ icon
876
Invesco S&P SmallCap Quality ETF
XSHQ
$272M
$310K 0.01%
7,602
-637
IQDG icon
877
WisdomTree International Quality Dividend Growth Fund
IQDG
$750M
$310K 0.01%
7,809
-826
ADM icon
878
Archer Daniels Midland
ADM
$28.2B
$308K 0.01%
5,837
-2,106
HRTS icon
879
Tema ETF Trust Tema Heart & Health ETF
HRTS
$56.3M
$307K 0.01%
10,748
-138
TOLL icon
880
Tema Durable Quality ETF
TOLL
$69.8M
$307K 0.01%
8,987
-680
HPQ icon
881
HP
HPQ
$22.9B
$305K 0.01%
12,470
+398
RSPH icon
882
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$752M
$305K 0.01%
10,446
-3,060
DTH icon
883
WisdomTree International High Dividend Fund
DTH
$498M
$304K 0.01%
6,570
-210
IBB icon
884
iShares Biotechnology ETF
IBB
$6.57B
$304K 0.01%
2,403
-720
SOC icon
885
Sable Offshore Corp
SOC
$417M
$304K 0.01%
+13,825
DHI icon
886
D.R. Horton
DHI
$41.9B
$304K 0.01%
2,354
-330
DVYE icon
887
iShares Emerging Markets Dividend ETF
DVYE
$970M
$303K 0.01%
10,587
+150
BITO icon
888
ProShares Bitcoin Strategy ETF
BITO
$2.09B
$301K 0.01%
13,974
-26,001
KSA icon
889
iShares MSCI Saudi Arabia ETF
KSA
$581M
$300K 0.01%
+7,775
LEGR icon
890
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$119M
$299K 0.01%
5,565
+5
CCI icon
891
Crown Castle
CCI
$39.9B
$299K 0.01%
2,910
-283
EXPE icon
892
Expedia Group
EXPE
$32.4B
$298K 0.01%
1,764
-806
PSI icon
893
Invesco Semiconductors ETF
PSI
$855M
$297K 0.01%
+4,954
SPGM icon
894
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.27B
$296K 0.01%
4,288
-203
BSM icon
895
Black Stone Minerals
BSM
$2.91B
$296K 0.01%
22,598
+1,104
DD icon
896
DuPont de Nemours
DD
$16.6B
$295K 0.01%
4,298
+556
PPG icon
897
PPG Industries
PPG
$21.8B
$295K 0.01%
2,590
-219
PSA icon
898
Public Storage
PSA
$48.1B
$294K 0.01%
1,003
-130
IVOV icon
899
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.05B
$294K 0.01%
3,080
CTVA icon
900
Corteva
CTVA
$44.6B
$293K 0.01%
3,935
+675
34 35
36
37 38