IWM
IHT Wealth Management Portfolio holdings
AUM
$4.11B
1-Year Est. Return
19.17%
This Fund
S&P 500
1 Year Est. Return
+19.17%
AUM
$4.11B
AUM Growth
+$160M
(+4.1%)
Holding
1,263
Top Buys
| 1 | +$32.8M | |
| 2 | +$14.2M | |
| 3 | +$11.2M | |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$10.3M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$8.5M |
Top Sells
| 1 | +$59.4M | |
| 2 | +$15.4M | |
| 3 | +$10.7M | |
| 4 |
ProShares UltraPro Short QQQ
SQQQ
|
+$7.68M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1251
Invesco S&P MidCap Low Volatility ETF
XMLV
$760M
| – | – |
-3,433
|
|
||
1252
Invesco S&P SmallCap Quality ETF
XSHQ
$246M
| – | – |
-7,854
|
|
||
1253
Zscaler
ZS
$24.7B
| – | – |
-988
|
|
||
1254
Zoetis
ZTS
$53.2B
| – | – |
-1,505
|
|
||
1255
Sable Offshore Corp
SOC
$1.35B
| – | – |
-14,180
|
|
||
|
SYFI
1256
AB Short Duration High Yield ETF
SYFI
$888M
| – | – |
-9,462
|
|
||
|
PLTZ
1257
Defiance Daily Target 2x Short PLTR ETF
PLTZ
$59.5M
| – | – |
-227,850
|
|