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
ORLY icon
976
O'Reilly Automotive
ORLY
$79.7B
$282K 0.01%
3,093
-234
MDY icon
977
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.1B
$281K 0.01%
465
+23
BBUS icon
978
JPMorgan BetaBuilders US Equity ETF
BBUS
$7.22B
$279K 0.01%
2,266
-26
IBB icon
979
iShares Biotechnology ETF
IBB
$8.54B
$279K 0.01%
1,654
+30
IYLD icon
980
iShares Morningstar Multi-Asset Income ETF
IYLD
$132M
$278K 0.01%
12,982
+690
A icon
981
Agilent Technologies
A
$34.1B
$278K 0.01%
2,041
+96
SLX icon
982
VanEck Steel ETF
SLX
$200M
$277K 0.01%
3,270
-1,457
HSY icon
983
Hershey
HSY
$46.8B
$277K 0.01%
1,521
-184
SOUN icon
984
SoundHound AI
SOUN
$3.53B
$276K 0.01%
27,670
+1,920
HRB icon
985
H&R Block
HRB
$3.89B
$276K 0.01%
6,324
-171
EW icon
986
Edwards Lifesciences
EW
$49.6B
$275K 0.01%
3,229
+60
FTNT icon
987
Fortinet
FTNT
$62.1B
$273K 0.01%
3,439
-59
XMPT icon
988
VanEck CEF Muni Income ETF
XMPT
$217M
$273K 0.01%
12,461
+2,620
SMCI icon
989
Super Micro Computer
SMCI
$19.3B
$272K 0.01%
9,295
-204
VONE icon
990
Vanguard Russell 1000 ETF
VONE
$7.25B
$271K 0.01%
878
+1
HYBL icon
991
State Street Blackstone High Income ETF
HYBL
$577M
$269K 0.01%
9,469
+1,714
VNOM icon
992
Viper Energy
VNOM
$7.64B
$269K 0.01%
+6,955
JBTM
993
JBT Marel
JBTM
$8.02B
$269K 0.01%
1,783
+44
ING icon
994
ING
ING
$78.4B
$268K 0.01%
9,575
-674
HTUS icon
995
Hull Tactical US ETF
HTUS
$137M
$268K 0.01%
6,749
+253
BILS icon
996
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.88B
$268K 0.01%
2,700
-500
TQQQ icon
997
ProShares UltraPro QQQ
TQQQ
$27.8B
$268K 0.01%
5,080
-178
IXC icon
998
iShares Global Energy ETF
IXC
$2.21B
$267K 0.01%
6,368
-381
CVI icon
999
CVR Energy
CVI
$2.64B
$266K 0.01%
10,468
-675
REGL icon
1000
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.75B
$266K 0.01%
3,160
+4
38 39
40
41 42