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
RSP icon
76
Invesco S&P 500 Equal Weight ETF
RSP
$89.2B
$11.7M 0.28%
60,872
+2,407
XBIL icon
77
US Treasury 6 Month Bill ETF
XBIL
$739M
$11.6M 0.28%
232,293
-4,706
SCHE icon
78
Schwab Emerging Markets Equity ETF
SCHE
$11.8B
$11.6M 0.28%
354,472
-3,078
V icon
79
Visa
V
$617B
$11.6M 0.28%
33,016
-322
JAAA icon
80
Janus Henderson AAA CLO ETF
JAAA
$27.1B
$11.5M 0.28%
226,665
+35,057
PG icon
81
Procter & Gamble
PG
$371B
$11.4M 0.28%
79,858
+2,198
SPBO icon
82
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.85B
$11.4M 0.28%
389,390
-171,914
XLC icon
83
State Street Communication Services Select Sector SPDR ETF
XLC
$27.1B
$11.2M 0.27%
94,760
-2,179
JNJ icon
84
Johnson & Johnson
JNJ
$595B
$11.1M 0.27%
53,728
+1,921
IQLT icon
85
iShares MSCI Intl Quality Factor ETF
IQLT
$12.3B
$11M 0.27%
242,251
+44,492
SDY icon
86
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$10.7M 0.26%
77,151
-647
IYW icon
87
iShares US Technology ETF
IYW
$19.3B
$10.5M 0.26%
52,716
-25,315
XLY icon
88
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.2B
$10.1M 0.25%
84,851
+3,879
MCD icon
89
McDonald's
MCD
$237B
$9.62M 0.23%
31,455
+5,118
PZA icon
90
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.71B
$9.34M 0.23%
402,908
+66,969
HD icon
91
Home Depot
HD
$365B
$9.3M 0.23%
26,999
+423
DGRW icon
92
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$9.27M 0.23%
103,704
-1,813
AVUS icon
93
Avantis US Equity ETF
AVUS
$11.2B
$9.17M 0.22%
82,034
-8,986
IWP icon
94
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$9.07M 0.22%
66,259
+33,125
COST icon
95
Costco
COST
$447B
$8.97M 0.22%
10,356
+164
PAVE icon
96
Global X US Infrastructure Development ETF
PAVE
$12.2B
$8.81M 0.21%
182,221
+26,992
FTLS icon
97
First Trust Long/Short Equity ETF
FTLS
$2.16B
$8.81M 0.21%
124,129
+109,524
SPMO icon
98
Invesco S&P 500 Momentum ETF
SPMO
$13.4B
$8.77M 0.21%
73,480
+22,553
USMV icon
99
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$8.66M 0.21%
91,985
-619
BSV icon
100
Vanguard Short-Term Bond ETF
BSV
$43.4B
$8.31M 0.2%
105,432
+3,139
2 3
4
5 6