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

Top Buys

1
+$26.5M
2
+$13.3M
3
+$11.2M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.19M
5
PLTZ
Defiance Daily Target 2x Short PLTR ETF
PLTZ
+$9.05M

Top Sells

1
+$11M
2
+$8.58M
3
+$8.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$8.18M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.78M

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
$4.18B
$209K 0.01%
+5,152
SH icon
1102
ProShares Short S&P500
SH
$1.17B
$209K 0.01%
+5,650
HPE icon
1103
Hewlett Packard
HPE
$28.7B
$208K 0.01%
+8,493
MCHP icon
1104
Microchip Technology
MCHP
$38.2B
$208K 0.01%
3,247
-111
CROX icon
1105
Crocs
CROX
$4.21B
$208K 0.01%
2,489
CBSH icon
1106
Commerce Bancshares
CBSH
$7.63B
$207K 0.01%
3,637
+38
ELV icon
1107
Elevance Health
ELV
$64.7B
$207K 0.01%
640
-89
TRU icon
1108
TransUnion
TRU
$15B
$206K 0.01%
2,464
+129
VMC icon
1109
Vulcan Materials
VMC
$38.7B
$206K 0.01%
+671
IDU icon
1110
iShares US Utilities ETF
IDU
$1.47B
$206K 0.01%
+1,858
VDC icon
1111
Vanguard Consumer Staples ETF
VDC
$8.09B
$206K 0.01%
963
+47
OMC icon
1112
Omnicom Group
OMC
$26.8B
$206K 0.01%
+2,524
DKNG icon
1113
DraftKings
DKNG
$12.4B
$206K 0.01%
5,499
-772
IBHE
1114
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$205K 0.01%
8,833
+44
WYNN icon
1115
Wynn Resorts
WYNN
$10.8B
$205K 0.01%
+1,596
SLB icon
1116
SLB Ltd
SLB
$72B
$204K 0.01%
+5,923
IBTG icon
1117
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.35B
$203K 0.01%
8,848
+32
SLQT icon
1118
SelectQuote
SLQT
$142M
$195K ﹤0.01%
99,605
BLW icon
1119
BlackRock Limited Duration Income Trust
BLW
$525M
$194K ﹤0.01%
+13,824
CWAN icon
1120
Clearwater Analytics
CWAN
$6.94B
$190K ﹤0.01%
10,544
-427
RXST icon
1121
RxSight
RXST
$327M
$190K ﹤0.01%
21,110
-7,500
SBI
1122
Western Asset Intermediate Muni Fund
SBI
$112M
$172K ﹤0.01%
21,698
+1,370
NAD icon
1123
Nuveen Quality Municipal Income Fund
NAD
$2.83B
$170K ﹤0.01%
14,575
+33
KSS icon
1124
Kohl's
KSS
$1.77B
$165K ﹤0.01%
10,711
-1,206
PCN
1125
PIMCO Corporate & Income Strategy Fund
PCN
$898M
$164K ﹤0.01%
12,254
-1,039
43 44
45
46 47