IWM

IHT Wealth Management Portfolio holdings

AUM $4.25B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
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 3.7%
4 Industrials 2.86%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HIVE
1151
HIVE Digital Technologies
HIVE
$1.13B
$68.1K ﹤0.01%
26,393
-3,548
ASG
1152
Liberty All-Star Growth Fund
ASG
$338M
$60K ﹤0.01%
11,324
SLQT icon
1153
SelectQuote
SLQT
$183M
$58.7K ﹤0.01%
41,605
-58,000
EGHT icon
1154
8x8 Inc
EGHT
$313M
$49.3K ﹤0.01%
25,000
+5,000
CNDT icon
1155
Conduent
CNDT
$253M
$45.1K ﹤0.01%
23,495
+4,100
GERN icon
1156
Geron
GERN
$744M
$44.5K ﹤0.01%
33,750
NXDT
1157
NexPoint Diversified Real Estate Trust
NXDT
$269M
$44K ﹤0.01%
+11,493
RR icon
1158
Richtech Robotics
RR
$669M
$37.3K ﹤0.01%
11,545
+500
INVZ icon
1159
Innoviz Technologies
INVZ
$175M
$35.2K ﹤0.01%
41,215
-5,924
XRX icon
1160
Xerox
XRX
$420M
$32.6K ﹤0.01%
13,775
+2,128
ABEV icon
1161
Ambev
ABEV
$50.6B
$27K ﹤0.01%
+10,921
GEVO icon
1162
Gevo
GEVO
$443M
$23.2K ﹤0.01%
11,617
+5
INTS icon
1163
Intensity Therapeutics
INTS
$11.6M
$20.7K ﹤0.01%
2,019
+120
IBRX icon
1164
ImmunityBio
IBRX
$7.45B
$20K ﹤0.01%
+10,110
CYPH
1165
Cypherpunk Technologies Inc
CYPH
$132M
$12.8K ﹤0.01%
+11,000
INTZ
1166
Intrusion
INTZ
$17.9M
$11.6K ﹤0.01%
10,065
OPEN icon
1167
Opendoor
OPEN
$5.34B
$11K ﹤0.01%
+1,880
SGMO
1168
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$5.04K ﹤0.01%
12,000
IMH
1169
DELISTED
Impac Mortgage Holdings Inc.
IMH
$3.56K ﹤0.01%
78,586
HTCR icon
1170
HeartCore Enterprises
HTCR
$4.69M
$3.36K ﹤0.01%
550
BURU icon
1171
Nuburu Inc
BURU
$31.7M
$3.18K ﹤0.01%
4,008
BSJP
1172
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
– –
-274,547
CLIP icon
1173
Global X 1-3 Month T-Bill ETF
CLIP
$2.82B
– –
-4,588
CTA icon
1174
Simplify Managed Futures Strategy ETF
CTA
$1.6B
– –
-23,661
DKNG icon
1175
DraftKings
DKNG
$12.7B
– –
-5,499
45 46
47
48 49