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
$3.64B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,211
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$19.5M
3
+$14.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$13.2M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$12.3M

Top Sells

1
+$16.5M
2
+$13.3M
3
+$12.3M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$8.55M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.49M

Sector Composition

1 Technology 11.17%
2 Consumer Discretionary 4.29%
3 Financials 3.92%
4 Industrials 2.86%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LYB icon
1176
LyondellBasell Industries
LYB
$14.6B
– –
-2,977
LYG icon
1177
Lloyds Banking Group
LYG
$71B
– –
-14,144
NTR icon
1178
Nutrien
NTR
$28.7B
– –
-9,269
NVD icon
1179
GraniteShares 2x Short NVDA Daily ETF
NVD
$38.2M
– –
-7,800
OKTA icon
1180
Okta
OKTA
$14.8B
– –
-4,262
PGHY icon
1181
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$185M
– –
-14,090
PKG icon
1182
Packaging Corp of America
PKG
$17.7B
– –
-1,037
QGRW icon
1183
WisdomTree US Quality Growth Fund
QGRW
$1.78B
– –
-15,623
QQEW icon
1184
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.89B
– –
-4,923
REXR icon
1185
Rexford Industrial Realty
REXR
$9.54B
– –
-5,974
RSPF icon
1186
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$315M
– –
-17,947
RYLD icon
1187
Global X Russell 2000 Covered Call ETF
RYLD
$1.27B
– –
-54,096
SCLX icon
1188
Scilex Holding
SCLX
$134M
– –
-857
SILJ icon
1189
Amplify Junior Silver Miners ETF
SILJ
$2.52B
– –
-73,000
SIRI icon
1190
SiriusXM
SIRI
$7.24B
– –
-9,727
SKWD icon
1191
Skyward Specialty Insurance
SKWD
$1.97B
– –
-12,294
SLB icon
1192
SLB Ltd
SLB
$55.2B
– –
-4,937
SPDV icon
1193
AAM S&P 500 High Dividend Value ETF
SPDV
$73.4M
– –
-6,250
STEM icon
1194
Stem
STEM
$140M
– –
-553
TER icon
1195
Teradyne
TER
$26.6B
– –
-5,759
TOTL icon
1196
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.87B
– –
-8,987
TSLL icon
1197
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.47B
– –
-308,500
URNM icon
1198
Sprott Uranium Miners ETF
URNM
$1.77B
– –
-6,629
VCIT icon
1199
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
– –
-3,659
VGIT icon
1200
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
– –
-3,681
45 46 47
48
49