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
DRI icon
951
Darden Restaurants
DRI
$23.7B
$304K 0.01%
1,649
+93
KBWP icon
952
Invesco KBW Property & Casualty Insurance ETF
KBWP
$276M
$300K 0.01%
2,354
+11
PFM icon
953
Invesco Dividend Achievers ETF
PFM
$766M
$299K 0.01%
5,809
-240
SPYX icon
954
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.47B
$299K 0.01%
5,310
-24
VXF icon
955
Vanguard Extended Market ETF
VXF
$26B
$299K 0.01%
+1,429
BLOK icon
956
Amplify Blockchain Technology ETF
BLOK
$1.05B
$298K 0.01%
5,244
-24,525
GIS icon
957
General Mills
GIS
$23.4B
$298K 0.01%
6,405
-378
MSIF
958
MSC Income Fund Inc
MSIF
$604M
$297K 0.01%
22,586
+11,510
COPX icon
959
Global X Copper Miners ETF NEW
COPX
$7.72B
$296K 0.01%
4,126
+600
PSCE icon
960
Invesco S&P SmallCap Energy ETF
PSCE
$108M
$296K 0.01%
6,888
-4,215
XOP icon
961
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$2.63B
$293K 0.01%
2,322
+54
LCTU icon
962
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.44B
$291K 0.01%
3,929
-17
WCN icon
963
Waste Connections
WCN
$43.7B
$291K 0.01%
1,659
+27
TUR icon
964
iShares MSCI Turkey ETF
TUR
$329M
$289K 0.01%
+8,402
ON icon
965
ON Semiconductor
ON
$24.8B
$289K 0.01%
5,340
-522
EES icon
966
WisdomTree US SmallCap Earnings Fund
EES
$667M
$288K 0.01%
5,064
-298
EBAY icon
967
eBay
EBAY
$40.7B
$288K 0.01%
3,308
+87
IGSB icon
968
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$286K 0.01%
5,408
-706
VRT icon
969
Vertiv
VRT
$96.2B
$286K 0.01%
1,764
-297
AWK icon
970
American Water Works
AWK
$26.6B
$286K 0.01%
2,190
-3,833
CCL icon
971
Carnival Corp
CCL
$38.7B
$286K 0.01%
9,346
-1,268
ISD
972
PGIM High Yield Bond Fund
ISD
$478M
$285K 0.01%
19,673
+3,428
COCO icon
973
Vita Coco
COCO
$3.13B
$285K 0.01%
5,368
-437
FYX icon
974
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.07B
$284K 0.01%
2,514
-51
LOUP icon
975
Innovator Deepwater Frontier Tech ETF
LOUP
$169M
$283K 0.01%
+3,705
37 38
39
40 41