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
TDIV icon
901
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.63B
$293K 0.01%
3,252
-74
BAH icon
902
Booz Allen Hamilton
BAH
$10.1B
$292K 0.01%
2,801
-52
HOOD icon
903
Robinhood
HOOD
$110B
$291K 0.01%
+3,113
RELX icon
904
RELX
RELX
$75.2B
$290K 0.01%
+5,342
SUB icon
905
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$289K 0.01%
2,715
-2,398
IGPT icon
906
Invesco AI and Next Gen Software ETF
IGPT
$600M
$288K 0.01%
+5,863
MLPA icon
907
Global X MLP ETF
MLPA
$1.81B
$288K 0.01%
+5,730
KBWP icon
908
Invesco KBW Property & Casualty Insurance ETF
KBWP
$486M
$287K 0.01%
2,336
+8
XSHD icon
909
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$70.6M
$286K 0.01%
21,261
+148
HAFN icon
910
Hafnia
HAFN
$3.23B
$286K 0.01%
57,261
+261
WCN icon
911
Waste Connections
WCN
$43.2B
$285K 0.01%
1,524
+23
ELV icon
912
Elevance Health
ELV
$72.4B
$284K 0.01%
729
+10
NDAQ icon
913
Nasdaq
NDAQ
$49.7B
$283K 0.01%
3,166
-1,361
SPYX icon
914
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.42B
$283K 0.01%
5,558
-478
PGX icon
915
Invesco Preferred ETF
PGX
$3.85B
$283K 0.01%
25,425
-5,508
CVI icon
916
CVR Energy
CVI
$3.73B
$281K 0.01%
10,482
-16
SOUN icon
917
SoundHound AI
SOUN
$5.11B
$281K 0.01%
26,226
+1,619
TDG icon
918
TransDigm Group
TDG
$75.5B
$281K 0.01%
185
+31
FRO icon
919
Frontline
FRO
$5.67B
$280K 0.01%
17,086
+282
MAGS icon
920
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.33B
$280K 0.01%
5,054
-75
BLOK icon
921
Amplify Blockchain Technology ETF
BLOK
$1.29B
$280K 0.01%
+4,907
ARMK icon
922
Aramark
ARMK
$10B
$279K 0.01%
6,668
+3
B
923
Barrick Mining
B
$62.5B
$276K 0.01%
13,278
-3,811
RPM icon
924
RPM International
RPM
$13.7B
$276K 0.01%
2,511
-122
EQT icon
925
EQT Corp
EQT
$37.4B
$276K 0.01%
4,727
+78
35 36
37
38 39