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 3.7%
4 Industrials 2.86%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEP icon
176
PepsiCo
PEP
$216B
$4.87M 0.12%
33,848
+1,035
RTX icon
177
RTX Corp
RTX
$264B
$4.81M 0.12%
26,214
+317
NLR icon
178
VanEck Uranium + Nuclear Energy ETF
NLR
$5.07B
$4.8M 0.12%
37,313
+3,408
EMXC icon
179
iShares MSCI Emerging Markets ex China ETF
EMXC
$20.9B
$4.78M 0.12%
65,748
-1,983
NOBL icon
180
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$4.75M 0.12%
45,642
-3,740
AXP icon
181
American Express
AXP
$227B
$4.71M 0.11%
12,736
+2,312
NEE icon
182
NextEra Energy
NEE
$192B
$4.69M 0.11%
58,433
+1,205
MOAT icon
183
VanEck Morningstar Wide Moat ETF
MOAT
$12.2B
$4.69M 0.11%
45,275
-189
ABT icon
184
Abbott
ABT
$168B
$4.58M 0.11%
36,584
-2,124
DAL icon
185
Delta Air Lines
DAL
$47.1B
$4.58M 0.11%
65,977
-952
GE icon
186
GE Aerospace
GE
$318B
$4.54M 0.11%
14,734
+974
CGDV icon
187
Capital Group Dividend Value ETF
CGDV
$31.2B
$4.49M 0.11%
102,802
+7,117
FTC icon
188
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.26B
$4.43M 0.11%
27,725
-2,567
SHYM
189
iShares Short Duration High Yield Muni Active ETF
SHYM
$540M
$4.42M 0.11%
199,059
+84,996
ANET icon
190
Arista Networks
ANET
$206B
$4.41M 0.11%
33,656
+1,427
WINN icon
191
Harbor Long-Term Growers ETF
WINN
$1.08B
$4.4M 0.11%
141,538
+17,336
IEI icon
192
iShares 3-7 Year Treasury Bond ETF
IEI
$18.8B
$4.4M 0.11%
36,882
+6,287
XLRE icon
193
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.02B
$4.4M 0.11%
109,052
-9,594
PSQ icon
194
ProShares Short QQQ
PSQ
$756M
$4.38M 0.11%
145,000
+133,450
IYG icon
195
iShares US Financial Services ETF
IYG
$2.02B
$4.35M 0.11%
47,173
+1,508
IWR icon
196
iShares Russell Mid-Cap ETF
IWR
$52.1B
$4.35M 0.11%
44,620
+3,238
AMGN icon
197
Amgen
AMGN
$192B
$4.34M 0.11%
13,239
+726
C icon
198
Citigroup
C
$225B
$4.31M 0.1%
36,894
+746
PTH icon
199
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$129M
$4.27M 0.1%
85,892
+6
IUSV icon
200
iShares Core S&P US Value ETF
IUSV
$25.3B
$4.25M 0.1%
41,409
-1,916
6 7
8
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