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
IEF icon
126
iShares 7-10 Year Treasury Bond ETF
IEF
$48.1B
$6.7M 0.16%
69,700
+8,284
AMD icon
127
Advanced Micro Devices
AMD
$311B
$6.63M 0.16%
30,945
-9
VEA icon
128
Vanguard FTSE Developed Markets ETF
VEA
$208B
$6.61M 0.16%
103,965
+1,225
VFLO icon
129
VictoryShares Free Cash Flow ETF
VFLO
$6.28B
$6.54M 0.16%
166,187
+54,384
GTO icon
130
Invesco Total Return Bond ETF
GTO
$1.98B
$6.51M 0.16%
137,314
+1,329
GDX icon
131
VanEck Gold Miners ETF
GDX
$33.2B
$6.37M 0.15%
74,262
+11,879
ETY icon
132
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.37B
$6.37M 0.15%
415,022
+11,752
ZROZ icon
133
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.49B
$6.32M 0.15%
+98,426
TLTW icon
134
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.79B
$6.31M 0.15%
+278,347
MRK icon
135
Merck
MRK
$296B
$6.28M 0.15%
59,634
+9,195
VUSB icon
136
Vanguard Ultra-Short Bond ETF
VUSB
$7.32B
$6.2M 0.15%
124,398
+54,360
OEF icon
137
iShares S&P 100 ETF
OEF
$28.4B
$6.17M 0.15%
17,977
-16,340
FVD icon
138
First Trust Value Line Dividend Fund
FVD
$8.65B
$6.08M 0.15%
131,895
-6,434
VGT icon
139
Vanguard Information Technology ETF
VGT
$109B
$6.06M 0.15%
8,044
-403
ICVT icon
140
iShares Convertible Bond ETF
ICVT
$5.44B
$6.03M 0.15%
61,247
+8,044
CVX icon
141
Chevron
CVX
$374B
$6.01M 0.15%
39,299
+4,154
CGCP icon
142
Capital Group Core Plus Income ETF
CGCP
$7.14B
$6M 0.15%
265,028
+8,839
ILCG icon
143
iShares Morningstar Growth ETF
ILCG
$2.82B
$5.99M 0.15%
57,600
-613
SPEM icon
144
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.5B
$5.98M 0.15%
127,690
-7,179
CTAS icon
145
Cintas
CTAS
$80.6B
$5.88M 0.14%
31,243
-76
MA icon
146
Mastercard
MA
$468B
$5.87M 0.14%
10,292
-519
XAR icon
147
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.21B
$5.84M 0.14%
24,218
-2,523
CSCO icon
148
Cisco
CSCO
$312B
$5.78M 0.14%
75,030
+10,168
PANW icon
149
Palo Alto Networks
PANW
$127B
$5.75M 0.14%
31,221
+607
MGK icon
150
Vanguard Mega Cap Growth ETF
MGK
$30.1B
$5.74M 0.14%
13,910
+6,527
4 5
6
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