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
GLOB icon
1201
Globant
GLOB
$2.14B
– –
-4,701
GOF icon
1202
Guggenheim Strategic Opportunities Fund
GOF
$2.38B
– –
-10,600
HBI
1203
DELISTED
Hanesbrands
HBI
– –
-15,971
HPE icon
1204
Hewlett Packard
HPE
$28.8B
– –
-8,493
HRTS icon
1205
Tema ETF Trust Tema Heart & Health ETF
HRTS
$53.9M
– –
-28,664
HYDR icon
1206
Global X Hydrogen ETF
HYDR
$61M
– –
-10,346
IBHE
1207
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
– –
-8,833
IBMN
1208
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
– –
-46,347
IBTG icon
1209
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.34B
– –
-8,848
INOV icon
1210
Innovator International Developed Power Buffer ETF November
INOV
$60.1M
– –
-27,125
IPW icon
1211
iPower
IPW
$2.74M
– –
-500
LAC
1212
Lithium Americas
LAC
$1.45B
– –
-10,583
MELI icon
1213
Mercado Libre
MELI
$86.9B
– –
-108
MJ icon
1214
Amplify Alternative Harvest ETF
MJ
$123M
– –
-6,586
NLY icon
1215
Annaly Capital Management
NLY
$16.6B
– –
-17,109
NVD icon
1216
GraniteShares 2x Short NVDA Daily ETF
NVD
$35M
– –
-38,000
OMC icon
1217
Omnicom Group
OMC
$26.5B
– –
-2,524
OOMA icon
1218
Ooma
OOMA
$344M
– –
-12,637
OTTR icon
1219
Otter Tail
OTTR
$3.6B
– –
-2,619
PAGP icon
1220
Plains GP Holdings
PAGP
$4.55B
– –
-14,000
PBD icon
1221
Invesco Global Clean Energy ETF
PBD
$180M
– –
-34,460
PDP icon
1222
Invesco Dorsey Wright Momentum ETF
PDP
$1.35B
– –
-2,136
PKG icon
1223
Packaging Corp of America
PKG
$20.8B
– –
-1,014
PLAB icon
1224
Photronics
PLAB
$2.04B
– –
-9,526
PTY icon
1225
PIMCO Corporate & Income Opportunity Fund
PTY
$2.4B
– –
-10,109
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