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
COR icon
1051
Cencora
COR
$51.5B
$237K 0.01%
702
+19
CBRE icon
1052
CBRE Group
CBRE
$37.4B
$236K 0.01%
1,467
-17
LRGF icon
1053
iShares US Equity Factor ETF
LRGF
$3.52B
$233K 0.01%
3,360
-95
DASH icon
1054
DoorDash
DASH
$68.4B
$233K 0.01%
+1,031
USIG icon
1055
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$233K 0.01%
4,494
+36
MARA icon
1056
Marathon Digital Holdings
MARA
$5.44B
$233K 0.01%
25,898
-1,683
NXPI icon
1057
NXP Semiconductors
NXPI
$81.7B
$233K 0.01%
1,070
-115
PTNQ icon
1058
Pacer Trendpilot 100 ETF
PTNQ
$1.34B
$232K 0.01%
2,955
-1
IGEB icon
1059
iShares Investment Grade Systematic Bond ETF
IGEB
$1.36B
$232K 0.01%
5,089
-1,543
GEO icon
1060
The GEO Group
GEO
$3.12B
$232K 0.01%
14,370
-1,800
FICO icon
1061
Fair Isaac
FICO
$29B
$232K 0.01%
137
-6
CBOE icon
1062
Cboe Global Markets
CBOE
$28.8B
$231K 0.01%
922
-116
AGGY icon
1063
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$875M
$229K 0.01%
5,209
-975
JSML icon
1064
Janus Henderson Small Cap Growth Alpha ETF
JSML
$341M
$229K 0.01%
3,116
+2
BKLN icon
1065
Invesco Senior Loan ETF
BKLN
$7.2B
$229K 0.01%
10,907
+664
TRU icon
1066
TransUnion
TRU
$14.2B
$228K 0.01%
2,659
+195
FID icon
1067
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$165M
$228K 0.01%
11,091
+7
HEGD icon
1068
Swan Hedged Equity US Large Cap ETF
HEGD
$696M
$226K 0.01%
8,960
+210
HACK icon
1069
Amplify Cybersecurity ETF
HACK
$2.61B
$225K 0.01%
2,806
-95
BLW icon
1070
BlackRock Limited Duration Income Trust
BLW
$488M
$225K 0.01%
16,366
+2,542
OXY.WS icon
1071
Occidental Petroleum Corp Warrants
OXY.WS
$35B
$224K 0.01%
11,645
-12
PJAN icon
1072
Innovator US Equity Power Buffer ETF January
PJAN
$1.52B
$224K 0.01%
4,761
+5
CSHI icon
1073
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.26B
$224K 0.01%
4,500
-500
GSIE icon
1074
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.8B
$224K 0.01%
5,208
INKM icon
1075
State Street Income Allocation ETF
INKM
$75.3M
$223K 0.01%
6,768
+281
41 42
43
44 45