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
$3.95B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$13.5M
3
+$12.1M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$9.92M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.55M

Top Sells

1
+$11.8M
2
+$8.6M
3
+$8.5M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$8.31M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.95M

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 4.66%
3 Financials 3.71%
4 Industrials 2.92%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LCTU icon
951
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.41B
$286K 0.01%
3,946
+183
OTIS icon
952
Otis Worldwide
OTIS
$34.4B
$284K 0.01%
3,109
-112
IXC icon
953
iShares Global Energy ETF
IXC
$1.9B
$282K 0.01%
6,749
-127
SNX icon
954
TD Synnex
SNX
$12.4B
$280K 0.01%
1,712
-6
FYX icon
955
First Trust Small Cap Core AlphaDEX Fund
FYX
$916M
$280K 0.01%
2,565
+1
CCI icon
956
Crown Castle
CCI
$38.5B
$279K 0.01%
2,896
-14
NDAQ icon
957
Nasdaq
NDAQ
$51B
$278K 0.01%
3,140
-26
HTUS icon
958
Hull Tactical US ETF
HTUS
$139M
$277K 0.01%
6,496
+886
BBUS icon
959
JPMorgan BetaBuilders US Equity ETF
BBUS
$6.55B
$277K 0.01%
+2,292
NWG icon
960
NatWest
NWG
$66.8B
$276K 0.01%
19,499
+2,732
CGGO icon
961
Capital Group Global Growth Equity ETF
CGGO
$7.84B
$276K 0.01%
8,067
+967
DFAT icon
962
Dimensional US Targeted Value ETF
DFAT
$11.8B
$276K 0.01%
4,733
+21
STT icon
963
State Street
STT
$33B
$275K 0.01%
2,372
-107
JPC icon
964
Nuveen Preferred & Income Opportunities Fund
JPC
$2.92B
$275K 0.01%
+33,553
BITO icon
965
ProShares Bitcoin Strategy ETF
BITO
$2.1B
$275K 0.01%
13,974
PPG icon
966
PPG Industries
PPG
$22.4B
$274K 0.01%
2,609
+19
AGGY icon
967
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$826M
$274K 0.01%
6,184
+247
TTC icon
968
Toro Company
TTC
$6.9B
$273K 0.01%
3,578
-87
SPIB icon
969
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$272K 0.01%
8,025
+262
DBA icon
970
Invesco DB Agriculture Fund
DBA
$751M
$272K 0.01%
+10,163
TQQQ icon
971
ProShares UltraPro QQQ
TQQQ
$30.6B
$272K 0.01%
5,258
-244
CTVA icon
972
Corteva
CTVA
$45B
$271K 0.01%
4,012
+77
TRFK icon
973
Pacer Data and Digital Revolution ETF
TRFK
$337M
$271K 0.01%
4,047
+485
MLPA icon
974
Global X MLP ETF
MLPA
$1.83B
$270K 0.01%
5,573
-157
GLOB icon
975
Globant
GLOB
$2.85B
$270K 0.01%
4,701
+311
37 38
39
40 41