IWM

IHT Wealth Management Portfolio holdings

AUM $4.25B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
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 3.7%
4 Industrials 2.86%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAUG icon
901
Innovator US Equity Power Buffer ETF August
PAUG
$894M
$350K 0.01%
8,100
MUFG icon
902
Mitsubishi UFJ Financial
MUFG
$216B
$350K 0.01%
22,046
+1,305
LEGR icon
903
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$139M
$349K 0.01%
5,864
+2
NWG icon
904
NatWest
NWG
$64.3B
$349K 0.01%
19,934
+435
MSD
905
Morgan Stanley Emerging Markets Debt Fund
MSD
$147M
$347K 0.01%
47,000
HBAN icon
906
Huntington Bancshares
HBAN
$32.9B
$344K 0.01%
19,842
+1,172
HYG icon
907
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$344K 0.01%
4,269
-398
ES icon
908
Eversource Energy
ES
$25.8B
$344K 0.01%
5,109
+99
SUB icon
909
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$343K 0.01%
3,216
+817
VTR icon
910
Ventas
VTR
$39B
$343K 0.01%
4,415
+137
MAGS icon
911
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.64B
$342K 0.01%
5,188
+5
CGCB icon
912
Capital Group Core Bond ETF
CGCB
$5.19B
$342K 0.01%
12,891
+4,089
NI icon
913
NiSource
NI
$22B
$341K 0.01%
8,170
-562
XTRE icon
914
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
$180M
$341K 0.01%
6,850
AMP icon
915
Ameriprise Financial
AMP
$40B
$341K 0.01%
695
+9
LAMR icon
916
Lamar Advertising Co
LAMR
$15.3B
$338K 0.01%
2,671
-115
SPGM icon
917
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.67B
$338K 0.01%
4,404
+45
QQQI icon
918
NEOS Nasdaq 100 High Income ETF
QQQI
$12.4B
$337K 0.01%
+6,257
MDLZ icon
919
Mondelez International
MDLZ
$78.4B
$336K 0.01%
6,247
-164
AIG icon
920
American International
AIG
$39.1B
$334K 0.01%
3,905
-337
XSHD icon
921
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$72.2M
$332K 0.01%
25,939
+466
SYM icon
922
Symbotic
SYM
$6.25B
$332K 0.01%
5,582
+35
PPG icon
923
PPG Industries
PPG
$25.3B
$330K 0.01%
3,221
+612
FMUB
924
Fidelity Municipal Bond Opportunities ETF
FMUB
$210M
$328K 0.01%
+6,430
UAL icon
925
United Airlines
UAL
$35.3B
$320K 0.01%
2,866
+197
35 36
37
38 39