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
XLU icon
101
State Street Utilities Select Sector SPDR ETF
XLU
$24B
$8.22M 0.2%
192,411
-9,421
MTGP icon
102
WisdomTree Mortgage Plus Bond Fund
MTGP
$76.2M
$8.21M 0.2%
184,293
+11,165
SMH icon
103
VanEck Semiconductor ETF
SMH
$44.6B
$8.07M 0.2%
22,398
-3,132
BSJQ icon
104
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.12B
$8.03M 0.2%
344,061
+74,327
BA icon
105
Boeing
BA
$176B
$8.01M 0.19%
36,912
+413
EVSD
106
Eaton Vance Short Duration Income ETF
EVSD
$1.01B
$7.96M 0.19%
154,776
+11,232
BSJT icon
107
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$456M
$7.94M 0.19%
+369,141
FBND icon
108
Fidelity Total Bond ETF
FBND
$25B
$7.91M 0.19%
171,718
+49,273
SDVY icon
109
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.6B
$7.89M 0.19%
205,923
+2,045
IBIT icon
110
iShares Bitcoin Trust
IBIT
$51.9B
$7.75M 0.19%
156,061
+14,023
SCHG icon
111
Schwab US Large-Cap Growth ETF
SCHG
$50.3B
$7.68M 0.19%
235,423
-109,128
FTA icon
112
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.28B
$7.59M 0.18%
88,106
-127,419
FLXR
113
TCW Flexible Income ETF
FLXR
$2.75B
$7.51M 0.18%
189,535
+179,847
XMHQ icon
114
Invesco S&P MidCap Quality ETF
XMHQ
$5.31B
$7.37M 0.18%
71,985
-111
SPMD icon
115
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.4B
$7.36M 0.18%
127,133
+4,305
PM icon
116
Philip Morris
PM
$277B
$7.3M 0.18%
45,523
+3,181
IAU icon
117
iShares Gold Trust
IAU
$81.8B
$7.22M 0.18%
88,916
+4,915
BAC icon
118
Bank of America
BAC
$360B
$7.08M 0.17%
128,781
+10,790
IEFA icon
119
iShares Core MSCI EAFE ETF
IEFA
$173B
$7M 0.17%
78,248
+3,582
GS icon
120
Goldman Sachs
GS
$259B
$6.95M 0.17%
7,906
+184
XLP icon
121
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.9B
$6.94M 0.17%
88,886
-85,758
EMLP icon
122
First Trust North American Energy Infrastructure Fund
EMLP
$3.95B
$6.9M 0.17%
182,129
+7,323
VIG icon
123
Vanguard Dividend Appreciation ETF
VIG
$104B
$6.79M 0.17%
30,911
-3,276
NFLX icon
124
Netflix
NFLX
$413B
$6.76M 0.16%
72,199
+7,279
XOM icon
125
Exxon Mobil
XOM
$633B
$6.72M 0.16%
55,683
+561
3 4
5
6 7