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
SCHZ icon
926
Schwab US Aggregate Bond ETF
SCHZ
$10B
$320K 0.01%
13,672
-12,284
APO icon
927
Apollo Global Management
APO
$63.1B
$319K 0.01%
2,202
-865
EUSB icon
928
iShares ESG Advanced Universal USD Bond ETF
EUSB
$719M
$318K 0.01%
7,252
-21
MSOS icon
929
AdvisorShares Pure US Cannabis ETF
MSOS
$766M
$317K 0.01%
67,156
DFAU icon
930
Dimensional US Core Equity Market ETF
DFAU
$10.7B
$317K 0.01%
+6,772
IVOV icon
931
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.19B
$317K 0.01%
3,136
+56
VRSN icon
932
VeriSign
VRSN
$21.9B
$317K 0.01%
1,303
-14
NDAQ icon
933
Nasdaq
NDAQ
$50.7B
$316K 0.01%
3,252
+112
IWN icon
934
iShares Russell 2000 Value ETF
IWN
$13B
$316K 0.01%
1,743
-170
SAN icon
935
Banco Santander
SAN
$168B
$315K 0.01%
26,840
-999
VIGI icon
936
Vanguard International Dividend Appreciation ETF
VIGI
$9.08B
$314K 0.01%
3,438
-157
BSMQ icon
937
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$296M
$314K 0.01%
13,296
TEM
938
Tempus AI
TEM
$9.22B
$314K 0.01%
5,324
+85
STT icon
939
State Street
STT
$35.3B
$313K 0.01%
2,426
+54
HCA icon
940
HCA Healthcare
HCA
$122B
$312K 0.01%
669
-46
BBN icon
941
BlackRock Taxable Municipal Bond Trust
BBN
$1.02B
$312K 0.01%
19,091
-3,422
SGI
942
Somnigroup International
SGI
$18.1B
$311K 0.01%
3,487
-515
STZ icon
943
Constellation Brands
STZ
$26.6B
$311K 0.01%
2,254
-397
CLOU icon
944
Global X Cloud Computing ETF
CLOU
$215M
$310K 0.01%
13,721
+1,000
TEL icon
945
TE Connectivity
TEL
$61.6B
$309K 0.01%
1,358
+26
SPHB icon
946
Invesco S&P 500 High Beta ETF
SPHB
$652M
$308K 0.01%
2,630
-545
EWA icon
947
iShares MSCI Australia ETF
EWA
$1.4B
$306K 0.01%
+11,679
DHI icon
948
D.R. Horton
DHI
$44.3B
$306K 0.01%
2,123
+4
HAFN icon
949
Hafnia
HAFN
$3.9B
$305K 0.01%
57,220
CGMS icon
950
Capital Group US Multi-Sector Income ETF
CGMS
$4.41B
$305K 0.01%
11,038
+2,569
36 37
38
39 40