IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.64B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,211
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$19.5M
3
+$14.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$13.2M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$12.3M

Top Sells

1
+$16.5M
2
+$13.3M
3
+$12.3M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$8.55M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.49M

Sector Composition

1 Technology 11.17%
2 Consumer Discretionary 4.29%
3 Financials 3.92%
4 Industrials 2.86%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CBOE icon
1001
Cboe Global Markets
CBOE
$27B
$238K 0.01%
1,021
+44
UAL icon
1002
United Airlines
UAL
$30.8B
$238K 0.01%
+2,989
PECO icon
1003
Phillips Edison & Co
PECO
$4.36B
$237K 0.01%
6,775
-1,994
BIV icon
1004
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$237K 0.01%
3,069
+5
NWG icon
1005
NatWest
NWG
$63.5B
$237K 0.01%
+16,767
SLQT icon
1006
SelectQuote
SLQT
$262M
$237K 0.01%
99,605
-12,500
FLOT icon
1007
iShares Floating Rate Bond ETF
FLOT
$8.99B
$237K 0.01%
4,638
+302
MCHP icon
1008
Microchip Technology
MCHP
$28.9B
$236K 0.01%
+3,358
ISD
1009
PGIM High Yield Bond Fund
ISD
$477M
$235K 0.01%
16,616
+74
CHTR icon
1010
Charter Communications
CHTR
$26.3B
$235K 0.01%
575
+2
ING icon
1011
ING
ING
$75.4B
$234K 0.01%
10,722
+200
USIG icon
1012
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
$234K 0.01%
4,555
+142
MGM icon
1013
MGM Resorts International
MGM
$8.88B
$234K 0.01%
6,808
-2,443
A icon
1014
Agilent Technologies
A
$41.6B
$234K 0.01%
1,979
+46
SNX icon
1015
TD Synnex
SNX
$12.3B
$233K 0.01%
+1,718
IGIC icon
1016
International General Insurance
IGIC
$1.01B
$233K 0.01%
+9,700
BCI icon
1017
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.84B
$232K 0.01%
11,175
-4,349
SE icon
1018
Sea Limited
SE
$83.4B
$232K 0.01%
+1,451
CGSM icon
1019
Capital Group Short Duration Municipal Income ETF
CGSM
$835M
$232K 0.01%
8,894
-3,860
RH icon
1020
RH
RH
$2.8B
$232K 0.01%
+1,225
RACE icon
1021
Ferrari
RACE
$74B
$230K 0.01%
470
-139
CGMS icon
1022
Capital Group US Multi-Sector Income ETF
CGMS
$3.28B
$230K 0.01%
+8,332
PCY icon
1023
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.28B
$230K 0.01%
11,243
-49
CGCB icon
1024
Capital Group Core Bond ETF
CGCB
$3.05B
$229K 0.01%
+8,707
FE icon
1025
FirstEnergy
FE
$26.5B
$229K 0.01%
5,677
+77
39 40
41
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