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
PGX icon
1026
Invesco Preferred ETF
PGX
$3.97B
$247K 0.01%
22,000
-1,208
Q
1027
Qnity Electronics Inc
Q
$25.1B
$247K 0.01%
+3,028
PCAR icon
1028
PACCAR
PCAR
$65.7B
$247K 0.01%
2,256
-16
TDVI icon
1029
FT Vest Technology Dividend Target Income ETF
TDVI
$284M
$247K 0.01%
+8,893
CION icon
1030
CION Investment
CION
$423M
$247K 0.01%
25,505
-148
RH icon
1031
RH
RH
$2.89B
$246K 0.01%
1,375
+150
CCEP icon
1032
Coca-Cola Europacific Partners
CCEP
$46.6B
$246K 0.01%
2,712
+38
FXN icon
1033
First Trust Energy AlphaDEX Fund
FXN
$326M
$246K 0.01%
+14,923
ARMK icon
1034
Aramark
ARMK
$10.8B
$246K 0.01%
6,665
-3
TOTL icon
1035
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.19B
$246K 0.01%
6,102
+950
PCY icon
1036
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.46B
$245K 0.01%
11,334
+581
PSA icon
1037
Public Storage
PSA
$53.5B
$245K 0.01%
946
+44
IYH icon
1038
iShares US Healthcare ETF
IYH
$3.31B
$244K 0.01%
3,753
-280
HPQ icon
1039
HP
HPQ
$17.5B
$243K 0.01%
10,929
-1,526
BAH icon
1040
Booz Allen Hamilton
BAH
$9.49B
$243K 0.01%
2,879
-2,637
BIV icon
1041
Vanguard Intermediate-Term Bond ETF
BIV
$28B
$243K 0.01%
3,117
+20
CWAN icon
1042
Clearwater Analytics
CWAN
$6.94B
$243K 0.01%
10,061
-483
MGEE icon
1043
MGE Energy Inc
MGEE
$2.95B
$242K 0.01%
3,088
TDG icon
1044
TransDigm Group
TDG
$74.5B
$242K 0.01%
182
-1
PECO icon
1045
Phillips Edison & Co
PECO
$4.98B
$242K 0.01%
6,804
+18
MLM icon
1046
Martin Marietta Materials
MLM
$39.7B
$241K 0.01%
387
-8
KORP icon
1047
American Century Diversified Corporate Bond ETF
KORP
$758M
$239K 0.01%
5,054
+189
ATMU icon
1048
Atmus Filtration Technologies
ATMU
$5.11B
$238K 0.01%
4,580
-2,267
XYZ
1049
Block Inc
XYZ
$39.8B
$237K 0.01%
3,649
-46
IGIC icon
1050
International General Insurance
IGIC
$1.08B
$237K 0.01%
9,450
40 41
42
43 44