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
DINO icon
1076
HF Sinclair
DINO
$10.2B
$223K 0.01%
4,844
+74
CGSM icon
1077
Capital Group Short Duration Municipal Income ETF
CGSM
$1.06B
$223K 0.01%
8,469
TTWO icon
1078
Take-Two Interactive
TTWO
$39.8B
$223K 0.01%
872
+23
AWI icon
1079
Armstrong World Industries
AWI
$7.26B
$223K 0.01%
1,167
+85
ICE icon
1080
Intercontinental Exchange
ICE
$93.2B
$223K 0.01%
1,375
-17
FPXI icon
1081
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$167M
$222K 0.01%
3,757
+1
CSQ icon
1082
Calamos Strategic Total Return Fund
CSQ
$3.03B
$222K 0.01%
11,551
IWC icon
1083
iShares Micro-Cap ETF
IWC
$1.3B
$222K 0.01%
+1,406
KTOS icon
1084
Kratos Defense & Security Solutions
KTOS
$15.1B
$220K 0.01%
2,684
+29
TEVA icon
1085
Teva Pharmaceuticals
TEVA
$37.8B
$220K 0.01%
+7,039
SILJ icon
1086
Amplify Junior Silver Miners ETF
SILJ
$5.63B
$219K 0.01%
+7,903
CDL icon
1087
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$387M
$218K 0.01%
3,173
-33
SMMD icon
1088
iShares Russell 2500 ETF
SMMD
$2.37B
$218K 0.01%
+2,912
PTF icon
1089
Invesco Dorsey Wright Technology Momentum ETF
PTF
$432M
$218K 0.01%
2,850
LYV icon
1090
Live Nation Entertainment
LYV
$37.8B
$218K 0.01%
1,529
-61
SMDV icon
1091
ProShares Russell 2000 Dividend Growers ETF
SMDV
$660M
$217K 0.01%
3,288
-53
FE icon
1092
FirstEnergy
FE
$29.3B
$217K 0.01%
4,851
-738
SJM icon
1093
J.M. Smucker
SJM
$12B
$217K 0.01%
2,215
-83
AGNC icon
1094
AGNC Investment
AGNC
$12.3B
$217K 0.01%
20,218
-2,389
APA icon
1095
APA Corp
APA
$11B
$215K 0.01%
8,790
-316
FTSL icon
1096
First Trust Senior Loan Fund ETF
FTSL
$2.23B
$215K 0.01%
4,679
+18
SE icon
1097
Sea Limited
SE
$51.9B
$214K 0.01%
1,681
-451
QQQJ icon
1098
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$891M
$214K 0.01%
5,815
-9,491
QUIZ
1099
Zacks Quality International ETF
QUIZ
$67.7M
$214K 0.01%
+8,071
ESLT icon
1100
Elbit Systems
ESLT
$40B
$214K 0.01%
+370
42 43
44
45 46