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
EW icon
1026
Edwards Lifesciences
EW
$49.6B
$246K 0.01%
3,169
MJ icon
1027
Amplify Alternative Harvest ETF
MJ
$126M
$246K 0.01%
+6,586
BSM icon
1028
Black Stone Minerals
BSM
$3.2B
$246K 0.01%
18,734
-3,864
QLTA icon
1029
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.75B
$245K 0.01%
+5,056
AJG icon
1030
Arthur J. Gallagher & Co
AJG
$58.4B
$245K 0.01%
790
+116
JBTM
1031
JBT Marel
JBTM
$8.06B
$244K 0.01%
1,739
-15
ETR icon
1032
Entergy
ETR
$48.5B
$244K 0.01%
2,616
+81
CION icon
1033
CION Investment
CION
$423M
$243K 0.01%
25,653
+203
PXJ icon
1034
Invesco Oil & Gas Services ETF
PXJ
$61.7M
$243K 0.01%
8,909
+333
BIV icon
1035
Vanguard Intermediate-Term Bond ETF
BIV
$28B
$242K 0.01%
3,097
+28
CCEP icon
1036
Coca-Cola Europacific Partners
CCEP
$46.8B
$242K 0.01%
2,674
-69
OPRA
1037
Opera Ltd
OPRA
$1.35B
$241K 0.01%
11,700
TDG icon
1038
TransDigm Group
TDG
$74.5B
$241K 0.01%
183
-2
CWB icon
1039
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.11B
$241K 0.01%
2,664
+1
LRGF icon
1040
iShares US Equity Factor ETF
LRGF
$3.09B
$239K 0.01%
3,455
-29
FBT icon
1041
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.33B
$237K 0.01%
1,323
-25
MMIT icon
1042
IQ MacKay Municipal Intermediate ETF
MMIT
$1.44B
$237K 0.01%
+9,751
IYH icon
1043
iShares US Healthcare ETF
IYH
$3.31B
$237K 0.01%
4,033
-6,156
CGMS icon
1044
Capital Group US Multi-Sector Income ETF
CGMS
$4.41B
$235K 0.01%
8,469
+137
ICE icon
1045
Intercontinental Exchange
ICE
$93.6B
$235K 0.01%
1,392
-28
IBB icon
1046
iShares Biotechnology ETF
IBB
$8.57B
$235K 0.01%
1,624
-779
KTOS icon
1047
Kratos Defense & Security Solutions
KTOS
$15B
$234K 0.01%
+2,655
CGCB icon
1048
Capital Group Core Bond ETF
CGCB
$4.3B
$234K 0.01%
8,802
+95
CBRE icon
1049
CBRE Group
CBRE
$42.1B
$234K 0.01%
1,484
-80
ISD
1050
PGIM High Yield Bond Fund
ISD
$478M
$234K 0.01%
16,245
-371
40 41
42
43 44