IWM

IHT Wealth Management Portfolio holdings

AUM $4.25B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
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 3.7%
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
$3.82B
$247K 0.01%
22,000
-1,208
Q
1027
Qnity Electronics Inc
Q
$32.6B
$247K 0.01%
+3,028
PCAR icon
1028
PACCAR
PCAR
$59.4B
$247K 0.01%
2,256
-16
TDVI icon
1029
FT Vest Technology Dividend Target Income ETF
TDVI
$530M
$247K 0.01%
+8,893
CION icon
1030
CION Investment
CION
$345M
$247K 0.01%
25,505
-148
RH icon
1031
RH
RH
$2.95B
$246K 0.01%
1,375
+150
CCEP icon
1032
Coca-Cola Europacific Partners
CCEP
$40.3B
$246K 0.01%
2,712
+38
FXN icon
1033
First Trust Energy AlphaDEX Fund
FXN
$1.27B
$246K 0.01%
+14,923
ARMK icon
1034
Aramark
ARMK
$14.2B
$246K 0.01%
6,665
-3
TOTL icon
1035
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.16B
$246K 0.01%
6,102
+950
PCY icon
1036
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$245K 0.01%
11,334
+581
PSA icon
1037
Public Storage
PSA
$52.5B
$245K 0.01%
946
+44
IYH icon
1038
iShares US Healthcare ETF
IYH
$3B
$244K 0.01%
3,753
-280
HPQ icon
1039
HP
HPQ
$25B
$243K 0.01%
10,929
-1,526
BAH icon
1040
Booz Allen Hamilton
BAH
$9.62B
$243K 0.01%
2,879
-2,637
BIV icon
1041
Vanguard Intermediate-Term Bond ETF
BIV
$28.3B
$243K 0.01%
3,117
+20
CWAN icon
1042
Clearwater Analytics
CWAN
$7.25B
$243K 0.01%
10,061
-483
MGEE icon
1043
MGE Energy Inc
MGEE
$2.81B
$242K 0.01%
3,088
TDG icon
1044
TransDigm Group
TDG
$69.7B
$242K 0.01%
182
-1
PECO icon
1045
Phillips Edison & Co
PECO
$4.95B
$242K 0.01%
6,804
+18
MLM icon
1046
Martin Marietta Materials
MLM
$34.6B
$241K 0.01%
387
-8
KORP icon
1047
American Century Diversified Corporate Bond ETF
KORP
$816M
$239K 0.01%
5,054
+189
ATMU icon
1048
Atmus Filtration Technologies
ATMU
$3.86B
$238K 0.01%
4,580
-2,267
XYZ
1049
Block Inc
XYZ
$44.1B
$237K 0.01%
3,649
-46
IGIC icon
1050
International General Insurance
IGIC
$1.06B
$237K 0.01%
9,450
40 41
42
43 44