IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.95B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$13.5M
3
+$12.1M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$9.92M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.55M

Top Sells

1
+$11.8M
2
+$8.6M
3
+$8.5M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$8.31M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.95M

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 4.66%
3 Financials 3.71%
4 Industrials 2.92%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
126
Oracle
ORCL
$573B
$6.31M 0.16%
22,516
-1,076
SPEM icon
127
SPDR Portfolio Emerging Markets ETF
SPEM
$15.3B
$6.31M 0.16%
134,869
+1,561
BSJQ icon
128
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.16B
$6.31M 0.16%
269,734
+33,461
VGT icon
129
Vanguard Information Technology ETF
VGT
$113B
$6.31M 0.16%
8,447
-717
XAR icon
130
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.33B
$6.29M 0.16%
26,741
+2,714
PANW icon
131
Palo Alto Networks
PANW
$131B
$6.23M 0.16%
30,614
+2,261
XOM icon
132
Exxon Mobil
XOM
$492B
$6.22M 0.16%
55,122
+409
VEA icon
133
Vanguard FTSE Developed Markets ETF
VEA
$184B
$6.18M 0.16%
102,740
+13,796
SPMO icon
134
Invesco S&P 500 Momentum ETF
SPMO
$12.8B
$6.17M 0.16%
50,927
-70,244
GS icon
135
Goldman Sachs
GS
$243B
$6.15M 0.16%
7,722
+15
MA icon
136
Mastercard
MA
$488B
$6.15M 0.16%
10,811
+138
IAU icon
137
iShares Gold Trust
IAU
$65.9B
$6.11M 0.15%
84,001
+16,291
STPZ icon
138
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$434M
$6.11M 0.15%
112,786
+8,911
BAC icon
139
Bank of America
BAC
$389B
$6.09M 0.15%
117,991
-3,454
ILCG icon
140
iShares Morningstar Growth ETF
ILCG
$2.99B
$6.07M 0.15%
58,213
-481
TMFC icon
141
Motley Fool 100 Index ETF
TMFC
$1.87B
$6.04M 0.15%
85,649
-851
IEF icon
142
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$5.92M 0.15%
61,416
-778
CGCP icon
143
Capital Group Core Plus Income ETF
CGCP
$6.22B
$5.82M 0.15%
256,189
+23,106
SOXS icon
144
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$940M
$5.7M 0.14%
1,102,100
+159,000
FBND icon
145
Fidelity Total Bond ETF
FBND
$22.8B
$5.66M 0.14%
122,445
+13,949
GSST icon
146
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.17B
$5.57M 0.14%
109,836
-49,160
HYFI icon
147
AB High Yield ETF
HYFI
$301M
$5.49M 0.14%
144,697
+5,610
CRWD icon
148
CrowdStrike
CRWD
$127B
$5.49M 0.14%
11,193
+724
CVX icon
149
Chevron
CVX
$305B
$5.46M 0.14%
35,145
+1,589
FSK icon
150
FS KKR Capital
FSK
$4.41B
$5.45M 0.14%
365,145
+13,002
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