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
IDMO icon
1101
Invesco S&P International Developed Momentum ETF
IDMO
$3.2B
$213K 0.01%
+3,841
IDU icon
1102
iShares US Utilities ETF
IDU
$1.45B
$213K 0.01%
1,966
+108
PBA icon
1103
Pembina Pipeline
PBA
$25.5B
$212K 0.01%
5,572
+16
FYC icon
1104
First Trust Small Cap Growth AlphaDEX Fund
FYC
$918M
$211K 0.01%
+2,200
AFLG icon
1105
First Trust Active Factor Large Cap ETF
AFLG
$481M
$211K 0.01%
5,403
-26
IPAC icon
1106
iShares Core MSCI Pacific ETF
IPAC
$2.41B
$211K 0.01%
2,879
CNS icon
1107
Cohen & Steers
CNS
$3.46B
$210K 0.01%
3,347
-121
PAAS icon
1108
Pan American Silver
PAAS
$26.2B
$209K 0.01%
+4,043
JKHY icon
1109
Jack Henry & Associates
JKHY
$12.1B
$209K 0.01%
+1,148
MCHP icon
1110
Microchip Technology
MCHP
$38.5B
$209K 0.01%
3,268
+21
VIRT icon
1111
Virtu Financial
VIRT
$3.5B
$208K 0.01%
6,256
-4,048
CNC icon
1112
Centene
CNC
$21.7B
$208K 0.01%
+5,065
UGI icon
1113
UGI
UGI
$7.89B
$208K 0.01%
+5,566
TNGY
1114
Tortoise Energy Fund
TNGY
$554M
$208K 0.01%
23,046
TFPM icon
1115
Triple Flag Precious Metals
TFPM
$7.97B
$208K 0.01%
+6,269
AG icon
1116
First Majestic Silver
AG
$14.2B
$208K 0.01%
12,494
+371
PDEC icon
1117
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$208K 0.01%
+4,769
TTC icon
1118
Toro Company
TTC
$9.6B
$207K 0.01%
2,634
-944
ZM icon
1119
Zoom
ZM
$22.3B
$207K 0.01%
2,400
-188
KSS icon
1120
Kohl's
KSS
$1.77B
$207K 0.01%
10,118
-593
RF icon
1121
Regions Financial
RF
$23.8B
$205K 0.01%
+7,573
CRH icon
1122
CRH
CRH
$75.6B
$205K 0.01%
+1,642
FIS icon
1123
Fidelity National Information Services
FIS
$25.8B
$202K ﹤0.01%
+3,034
ZALT icon
1124
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$688M
$200K ﹤0.01%
+6,097
PDBC icon
1125
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.71B
$194K ﹤0.01%
14,613
-2,136
43 44
45
46 47