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

Top Buys

1
+$26.5M
2
+$13.3M
3
+$11.2M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.19M
5
PLTZ
Defiance Daily Target 2x Short PLTR ETF
PLTZ
+$9.05M

Top Sells

1
+$11M
2
+$8.58M
3
+$8.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$8.18M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.78M

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
$1.44B
$286K 0.01%
3,946
+183
OTIS icon
952
Otis Worldwide
OTIS
$35.9B
$284K 0.01%
3,109
-112
IXC icon
953
iShares Global Energy ETF
IXC
$2.21B
$282K 0.01%
6,749
-127
SNX icon
954
TD Synnex
SNX
$12.6B
$280K 0.01%
1,712
-6
FYX icon
955
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.07B
$280K 0.01%
2,565
+1
CCI icon
956
Crown Castle
CCI
$39.7B
$279K 0.01%
2,896
-14
NDAQ icon
957
Nasdaq
NDAQ
$49.7B
$278K 0.01%
3,140
-26
HTUS icon
958
Hull Tactical US ETF
HTUS
$137M
$277K 0.01%
6,496
+886
BBUS icon
959
JPMorgan BetaBuilders US Equity ETF
BBUS
$7.21B
$277K 0.01%
+2,292
NWG icon
960
NatWest
NWG
$64.2B
$276K 0.01%
19,499
+2,732
CGGO icon
961
Capital Group Global Growth Equity ETF
CGGO
$9.19B
$276K 0.01%
8,067
+967
DFAT icon
962
Dimensional US Targeted Value ETF
DFAT
$13.1B
$276K 0.01%
4,733
+21
STT icon
963
State Street
STT
$35.1B
$275K 0.01%
2,372
-107
JPC icon
964
Nuveen Preferred & Income Opportunities Fund
JPC
$2.91B
$275K 0.01%
+33,553
BITO icon
965
ProShares Bitcoin Strategy ETF
BITO
$1.99B
$275K 0.01%
13,974
PPG icon
966
PPG Industries
PPG
$26.4B
$274K 0.01%
2,609
+19
AGGY icon
967
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$895M
$274K 0.01%
6,184
+247
TTC icon
968
Toro Company
TTC
$9.67B
$273K 0.01%
3,578
-87
SPIB icon
969
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$272K 0.01%
8,025
+262
DBA icon
970
Invesco DB Agriculture Fund
DBA
$748M
$272K 0.01%
+10,163
TQQQ icon
971
ProShares UltraPro QQQ
TQQQ
$27.7B
$272K 0.01%
5,258
-244
CTVA icon
972
Corteva
CTVA
$53.1B
$271K 0.01%
4,012
+77
TRFK icon
973
Pacer Data and Digital Revolution ETF
TRFK
$447M
$271K 0.01%
4,047
+485
MLPA icon
974
Global X MLP ETF
MLPA
$2.14B
$270K 0.01%
5,573
-157
GLOB icon
975
Globant
GLOB
$2.2B
$270K 0.01%
4,701
+311
37 38
39
40 41