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 3.7%
4 Industrials 2.86%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXI icon
1176
iShares Global Industrials ETF
EXI
$1.29B
– –
-5,139
FANG icon
1177
Diamondback Energy
FANG
$50.7B
– –
-1,758
GLOB icon
1178
Globant
GLOB
$2.16B
– –
-4,701
GOF icon
1179
Guggenheim Strategic Opportunities Fund
GOF
$2.39B
– –
-10,600
HBI
1180
DELISTED
Hanesbrands
HBI
– –
-15,971
HPE icon
1181
Hewlett Packard
HPE
$35.1B
– –
-8,493
HRTS icon
1182
Tema ETF Trust Tema Heart & Health ETF
HRTS
$52.3M
– –
-28,664
HYDR icon
1183
Global X Hydrogen ETF
HYDR
$75.7M
– –
-10,346
IBHE
1184
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
– –
-8,833
IBMN
1185
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
– –
-46,347
PTY icon
1186
PIMCO Corporate & Income Opportunity Fund
PTY
$2.58B
– –
-10,109
PXJ icon
1187
Invesco Oil & Gas Services ETF
PXJ
$121M
– –
-8,909
QQQE icon
1188
Direxion Shares ETF Trust Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.24B
– –
-4,814
RACE icon
1189
Ferrari
RACE
$65.8B
– –
-511
RELX icon
1190
RELX
RELX
$65.4B
– –
-6,330
RNP icon
1191
Cohen & Steers REIT and Preferred and Income Fund
RNP
$1.01B
– –
-9,305
RPM icon
1192
RPM International
RPM
$14B
– –
-2,230
RSHO icon
1193
Tema American Reshoring ETF
RSHO
$256M
– –
-22,456
AIA icon
1194
iShares Asia 50 ETF
AIA
$3.82B
– –
-25,027
AJG icon
1195
Arthur J. Gallagher & Co
AJG
$56.9B
– –
-790
ASTLW icon
1196
Algoma Steel Group Warrant
ASTLW
$2.29M
– –
-20,000
AZO icon
1197
AutoZone
AZO
$58.9B
– –
-69
BCI icon
1198
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.47B
– –
-13,313
SLMT
1199
Brera Holdings
SLMT
$77.2M
– –
-10,000
BSJP
1200
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
– –
-274,547
46 47
48
49 50