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
NXPI icon
976
NXP Semiconductors
NXPI
$54.7B
$269K 0.01%
1,185
-8
REGL icon
977
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.76B
$269K 0.01%
3,156
-129
PGX icon
978
Invesco Preferred ETF
PGX
$3.98B
$269K 0.01%
23,208
-2,217
DD icon
979
DuPont de Nemours
DD
$19.7B
$269K 0.01%
8,255
-2,017
JHMD icon
980
John Hancock Multifactor Developed International ETF
JHMD
$1.17B
$269K 0.01%
6,729
-170
FISV
981
Fiserv Inc
FISV
$33.5B
$269K 0.01%
2,087
-194
MGV icon
982
Vanguard Mega Cap Value ETF
MGV
$11.6B
$268K 0.01%
1,947
+241
ING icon
983
ING
ING
$78.8B
$267K 0.01%
10,249
-473
XYZ
984
Block Inc
XYZ
$39.6B
$267K 0.01%
3,695
-34
VONE icon
985
Vanguard Russell 1000 ETF
VONE
$7.25B
$265K 0.01%
877
BRW
986
Saba Capital Income & Opportunities Fund
BRW
$284M
$265K 0.01%
+34,125
MDY icon
987
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.2B
$263K 0.01%
442
+2
RPM icon
988
RPM International
RPM
$13.9B
$263K 0.01%
2,230
-281
EQT icon
989
EQT Corp
EQT
$38.3B
$263K 0.01%
4,829
+102
IYLD icon
990
iShares Morningstar Multi-Asset Income ETF
IYLD
$132M
$262K 0.01%
12,292
PSA icon
991
Public Storage
PSA
$54.5B
$260K 0.01%
902
-101
MGEE icon
992
MGE Energy Inc
MGEE
$2.97B
$260K 0.01%
3,088
SMLV icon
993
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$218M
$260K 0.01%
2,003
+12
LYV icon
994
Live Nation Entertainment
LYV
$37.2B
$260K 0.01%
1,590
-3
USAR
995
USA Rare Earth Inc
USAR
$4.12B
$260K 0.01%
+15,100
EQR icon
996
Equity Residential
EQR
$23.7B
$260K 0.01%
+4,009
FNY icon
997
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$506M
$259K 0.01%
2,823
-103
UAL icon
998
United Airlines
UAL
$32.5B
$258K 0.01%
2,669
-320
FXO icon
999
First Trust Financials AlphaDEX Fund
FXO
$1.99B
$257K 0.01%
4,333
+14
ASB icon
1000
Associated Banc-Corp
ASB
$4.37B
$257K 0.01%
9,992
38 39
40
41 42