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
CRWD icon
151
CrowdStrike
CRWD
$98.7B
$5.72M 0.14%
12,201
+1,008
VYM icon
152
Vanguard High Dividend Yield ETF
VYM
$73.8B
$5.67M 0.14%
39,527
+9,215
TMFC icon
153
Motley Fool 100 Index ETF
TMFC
$1.87B
$5.67M 0.14%
79,017
-6,632
SLYV icon
154
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.33B
$5.6M 0.14%
61,542
-68,874
SPTM icon
155
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.9B
$5.59M 0.14%
67,773
+321
IWD icon
156
iShares Russell 1000 Value ETF
IWD
$69.9B
$5.55M 0.14%
26,396
-201
SCHD icon
157
Schwab US Dividend Equity ETF
SCHD
$85.3B
$5.53M 0.13%
201,441
-124,048
FSK icon
158
FS KKR Capital
FSK
$3.07B
$5.52M 0.13%
372,709
+7,564
EFG icon
159
iShares MSCI EAFE Growth ETF
EFG
$9.62B
$5.48M 0.13%
48,079
-14,414
CAT icon
160
Caterpillar
CAT
$336B
$5.45M 0.13%
9,499
-357
MU icon
161
Micron Technology
MU
$427B
$5.44M 0.13%
19,032
+1,021
HYFI icon
162
AB High Yield ETF
HYFI
$313M
$5.4M 0.13%
143,769
-928
KO icon
163
Coca-Cola
KO
$341B
$5.32M 0.13%
76,089
-1,233
FXL icon
164
First Trust Technology AlphaDEX Fund
FXL
$1.34B
$5.32M 0.13%
31,484
-205
ORCL icon
165
Oracle
ORCL
$428B
$5.25M 0.13%
27,016
+4,500
IVW icon
166
iShares S&P 500 Growth ETF
IVW
$63.6B
$5.2M 0.13%
42,220
-1,710
IBM icon
167
IBM
IBM
$229B
$5.19M 0.13%
17,522
+445
MNA icon
168
IQ ARB Merger Arbitrage ETF
MNA
$250M
$5.16M 0.13%
+144,150
FTCS icon
169
First Trust Capital Strength ETF
FTCS
$8.41B
$5.13M 0.12%
55,484
-1,307
GSST icon
170
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.39B
$5.13M 0.12%
101,628
-8,208
FNY icon
171
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$503M
$5.09M 0.12%
55,783
+52,960
FTCB icon
172
First Trust Core Investment Grade ETF
FTCB
$2.18B
$5.06M 0.12%
238,185
+2,985
DGRO icon
173
iShares Core Dividend Growth ETF
DGRO
$38.4B
$5.03M 0.12%
72,428
+3,848
WWD icon
174
Woodward
WWD
$24B
$5.01M 0.12%
15,975
-33
MSTR icon
175
Strategy Inc
MSTR
$44.3B
$4.92M 0.12%
32,357
+1,788
5 6
7
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