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
PCAR icon
1026
PACCAR
PCAR
$50.2B
$228K 0.01%
2,402
-52
TQQQ icon
1027
ProShares UltraPro QQQ
TQQQ
$28.3B
$228K 0.01%
+2,751
EXAS icon
1028
Exact Sciences
EXAS
$12.7B
$228K 0.01%
+4,292
CGGO icon
1029
Capital Group Global Growth Equity ETF
CGGO
$7.32B
$227K 0.01%
+7,100
STWD icon
1030
Starwood Property Trust
STWD
$6.6B
$226K 0.01%
11,267
+209
ZBRA icon
1031
Zebra Technologies
ZBRA
$12.2B
$225K 0.01%
731
-39
SMDV icon
1032
ProShares Russell 2000 Dividend Growers ETF
SMDV
$632M
$225K 0.01%
3,464
+4
BOND icon
1033
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.91B
$225K 0.01%
2,444
+176
FRPT icon
1034
Freshpet
FRPT
$2.61B
$225K 0.01%
3,305
-22
HTUS icon
1035
Hull Tactical US ETF
HTUS
$134M
$224K 0.01%
+5,610
MGV icon
1036
Vanguard Mega Cap Value ETF
MGV
$10.2B
$224K 0.01%
+1,706
DGX icon
1037
Quest Diagnostics
DGX
$20.8B
$223K 0.01%
+1,244
LRGF icon
1038
iShares US Equity Factor ETF
LRGF
$2.93B
$223K 0.01%
3,484
-50
ZS icon
1039
Zscaler
ZS
$47.4B
$223K 0.01%
+711
BKLN icon
1040
Invesco Senior Loan ETF
BKLN
$6.77B
$221K 0.01%
10,588
+25
SCHO icon
1041
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$221K 0.01%
9,078
+590
XMLV icon
1042
Invesco S&P MidCap Low Volatility ETF
XMLV
$796M
$221K 0.01%
3,587
+4
OPRA
1043
Opera Ltd
OPRA
$1.21B
$221K 0.01%
11,700
CWB icon
1044
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.52B
$220K 0.01%
2,663
-767
CDL icon
1045
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$358M
$220K 0.01%
3,297
+32
LII icon
1046
Lennox International
LII
$16.5B
$219K 0.01%
382
-30
CBRE icon
1047
CBRE Group
CBRE
$45.7B
$219K 0.01%
+1,564
PDP icon
1048
Invesco Dorsey Wright Momentum ETF
PDP
$1.29B
$219K 0.01%
2,016
-1,400
SA
1049
Seabridge Gold
SA
$2.48B
$218K 0.01%
15,035
FBT icon
1050
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.22B
$217K 0.01%
1,348
40 41
42
43 44