IWM

IHT Wealth Management Portfolio holdings

AUM $4.25B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.25B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,337
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.9M
3
+$16.1M
4
YEAR icon
AB Ultra Short Income ETF
YEAR
+$13M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$12.1M

Top Sells

1
+$41.1M
2
+$22.7M
3
+$13.2M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$11.8M
5
PLTD
Direxion Dailly PLTR Bear 1X ETF
PLTD
+$11.8M

Sector Composition

1 Technology 10.51%
2 Consumer Discretionary 3.94%
3 Financials 3.34%
4 Industrials 3.22%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLBL icon
1276
Franklin Senior Loan ETF
FLBL
$856M
– –
-27,819
FPXI icon
1277
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$219M
– –
-3,757
GNOM icon
1278
Global X Genomics & Biotechnology ETF
GNOM
$53.8M
– –
-18,090
GTX icon
1279
Garrett Motion
GTX
$5.85B
– –
0
HACK icon
1280
Amplify Cybersecurity ETF
HACK
$2.6B
– –
-2,806
HEGD icon
1281
Swan Hedged Equity US Large Cap ETF
HEGD
$695M
– –
-8,960
HIVE
1282
HIVE Digital Technologies
HIVE
$1.17B
– –
-26,393
HTUS icon
1283
Hull Tactical US ETF
HTUS
$152M
– –
-6,749
HYBL icon
1284
State Street Blackstone High Income ETF
HYBL
$560M
– –
-9,469
HYLS icon
1285
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.65B
– –
-9,952
INTS icon
1286
Intensity Therapeutics
INTS
$11.7M
– –
-2,019
INVZ icon
1287
Innoviz Technologies
INVZ
$175M
– –
-41,215
JETS icon
1288
US Global Jets ETF
JETS
$884M
– –
-15,829
JKHY icon
1289
Jack Henry & Associates
JKHY
$9.69B
– –
-1,148
KOMP icon
1290
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$3.01B
– –
-4,280
KORP icon
1291
American Century Diversified Corporate Bond ETF
KORP
$816M
– –
-5,054
KSS icon
1292
Kohl's
KSS
$1.78B
– –
-10,118
LEGR icon
1293
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$139M
– –
-5,864
LOUP icon
1294
Innovator Deepwater Frontier Tech ETF
LOUP
$223M
– –
-3,705
OLLI icon
1295
Ollie's Bargain Outlet
OLLI
$4.85B
– –
-3,916
OPEN icon
1296
Opendoor
OPEN
$5.36B
– –
-1,880
PBE icon
1297
Invesco Biotechnology & Genome ETF
PBE
$249M
– –
-14,814
PDEC icon
1298
Innovator US Equity Power Buffer ETF December
PDEC
$1.03B
– –
-4,769
PPLT icon
1299
abrdn Physical Platinum Shares ETF
PPLT
$2.35B
– –
-80,670
PSQ icon
1300
ProShares Short QQQ
PSQ
$652M
– –
-145,000
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