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
$3.95B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$13.5M
3
+$12.1M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$9.92M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.55M

Top Sells

1
+$11.8M
2
+$8.6M
3
+$8.5M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$8.31M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.95M

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
TOTL icon
1101
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.01B
$209K 0.01%
+5,152
SH icon
1102
ProShares Short S&P500
SH
$1.18B
$209K 0.01%
+5,650
HPE icon
1103
Hewlett Packard
HPE
$28.9B
$208K 0.01%
+8,493
MCHP icon
1104
Microchip Technology
MCHP
$28.9B
$208K 0.01%
3,247
-111
CROX icon
1105
Crocs
CROX
$4.5B
$208K 0.01%
2,489
CBSH icon
1106
Commerce Bancshares
CBSH
$7.22B
$207K 0.01%
3,464
+36
ELV icon
1107
Elevance Health
ELV
$73.3B
$207K 0.01%
640
-89
TRU icon
1108
TransUnion
TRU
$16.3B
$206K 0.01%
2,464
+129
VMC icon
1109
Vulcan Materials
VMC
$38.6B
$206K 0.01%
+671
IDU icon
1110
iShares US Utilities ETF
IDU
$1.88B
$206K 0.01%
+1,858
VDC icon
1111
Vanguard Consumer Staples ETF
VDC
$7.31B
$206K 0.01%
963
+47
OMC icon
1112
Omnicom Group
OMC
$22.9B
$206K 0.01%
+2,524
DKNG icon
1113
DraftKings
DKNG
$16.9B
$206K 0.01%
5,499
-772
IBHE icon
1114
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$391M
$205K 0.01%
8,833
+44
WYNN icon
1115
Wynn Resorts
WYNN
$13.8B
$205K 0.01%
+1,596
SLB icon
1116
SLB Ltd
SLB
$54.7B
$204K 0.01%
+5,923
IBTG icon
1117
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.18B
$203K 0.01%
8,848
+32
SLQT icon
1118
SelectQuote
SLQT
$246M
$195K ﹤0.01%
99,605
BLW icon
1119
BlackRock Limited Duration Income Trust
BLW
$537M
$194K ﹤0.01%
+13,824
CWAN icon
1120
Clearwater Analytics
CWAN
$6.23B
$190K ﹤0.01%
10,544
-427
RXST icon
1121
RxSight
RXST
$479M
$190K ﹤0.01%
21,110
-7,500
SBI
1122
Western Asset Intermediate Muni Fund
SBI
$109M
$172K ﹤0.01%
21,698
+1,370
NAD icon
1123
Nuveen Quality Municipal Income Fund
NAD
$2.79B
$170K ﹤0.01%
14,575
+33
KSS icon
1124
Kohl's
KSS
$2.7B
$165K ﹤0.01%
10,711
-1,206
PCN
1125
PIMCO Corporate & Income Strategy Fund
PCN
$849M
$164K ﹤0.01%
12,254
-1,039
43 44
45
46 47