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
PBA icon
1076
Pembina Pipeline
PBA
$22.5B
$208K 0.01%
5,542
+14
ZM icon
1077
Zoom
ZM
$25.2B
$208K 0.01%
+2,663
GSIE icon
1078
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.52B
$207K 0.01%
+5,208
DIVO icon
1079
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.27B
$206K 0.01%
+4,835
ISTB icon
1080
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.48B
$206K 0.01%
4,228
+68
TRU icon
1081
TransUnion
TRU
$15.7B
$205K 0.01%
+2,335
TPL icon
1082
Texas Pacific Land
TPL
$23.5B
$205K 0.01%
194
+1
EPAM icon
1083
EPAM Systems
EPAM
$9.89B
$205K 0.01%
+1,157
HEGD icon
1084
Swan Hedged Equity US Large Cap ETF
HEGD
$503M
$204K 0.01%
+8,700
IBHE icon
1085
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$487M
$204K 0.01%
8,789
+49
UGI icon
1086
UGI
UGI
$7.49B
$204K 0.01%
5,612
-748
PDI icon
1087
PIMCO Dynamic Income Fund
PDI
$7.54B
$204K 0.01%
+10,764
PXJ icon
1088
Invesco Oil & Gas Services ETF
PXJ
$28.8M
$204K 0.01%
8,576
-710
XOP icon
1089
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.91B
$204K 0.01%
+1,621
IBTG icon
1090
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$202K 0.01%
+8,816
CAKE icon
1091
Cheesecake Factory
CAKE
$2.24B
$202K 0.01%
+3,221
VEEV icon
1092
Veeva Systems
VEEV
$48.1B
$201K 0.01%
+698
OTTR icon
1093
Otter Tail
OTTR
$3.48B
$201K 0.01%
2,607
+13
HYLS icon
1094
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
$201K 0.01%
4,797
-318
VDC icon
1095
Vanguard Consumer Staples ETF
VDC
$7.22B
$201K 0.01%
916
+1
AFLG icon
1096
First Trust Active Factor Large Cap ETF
AFLG
$419M
$200K 0.01%
+5,512
QBTS icon
1097
D-Wave Quantum
QBTS
$8.27B
$196K 0.01%
13,400
+21
FSIG icon
1098
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.34B
$193K 0.01%
10,084
-5,308
AGNC icon
1099
AGNC Investment
AGNC
$10.9B
$191K 0.01%
+20,740
HLN icon
1100
Haleon
HLN
$42.7B
$175K ﹤0.01%
16,887
-1,640
42 43
44
45 46