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
PTNQ icon
1301
Pacer Trendpilot 100 ETF
PTNQ
$1.34B
– –
-2,955
QLTA icon
1302
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.44B
– –
-5,257
RF icon
1303
Regions Financial
RF
$23.9B
– –
-7,573
RSPN icon
1304
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.02B
– –
-42,840
SAP icon
1305
SAP
SAP
$223B
– –
-1,849
SE icon
1306
Sea Limited
SE
$57.1B
– –
-1,681
SFM icon
1307
Sprouts Farmers Market
SFM
$7.47B
– –
-5,536
SLQT icon
1308
SelectQuote
SLQT
$183M
– –
-41,605
SNAP icon
1309
Snap
SNAP
$9.53B
– –
0
STPZ icon
1310
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$500M
– –
-63,298
SYM icon
1311
Symbotic
SYM
$6.19B
– –
-5,582
TNET icon
1312
TriNet
TNET
$2.25B
– –
0
TOTL icon
1313
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.16B
– –
-6,102
TRU icon
1314
TransUnion
TRU
$14.1B
– –
-2,659
TTWO icon
1315
Take-Two Interactive
TTWO
$40.8B
– –
-872
TUR icon
1316
iShares MSCI Turkey ETF
TUR
$227M
– –
-8,402
VXF icon
1317
Vanguard Extended Market ETF
VXF
$30B
– –
-1,429
WAB icon
1318
Wabtec
WAB
$44B
– –
-4,856
XFIV icon
1319
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
$422M
– –
-7,175
XRX icon
1320
Xerox
XRX
$420M
– –
-13,775
XT icon
1321
iShares Future Exponential Technologies ETF
XT
$4.08B
– –
-5,382
XTRE icon
1322
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
$180M
– –
-6,850
ZIM icon
1323
ZIM Integrated Shipping Services
ZIM
$3.03B
– –
-20,118
PRMB
1324
Primo Brands
PRMB
$8.99B
– –
-28,081
PLTD
1325
Direxion Dailly PLTR Bear 1X ETF
PLTD
$35.6M
– –
-1,792,070
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