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
$3.64B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,211
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$19.5M
3
+$14.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$13.2M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$12.3M

Top Sells

1
+$16.5M
2
+$13.3M
3
+$12.3M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$8.55M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.49M

Sector Composition

1 Technology 11.17%
2 Consumer Discretionary 4.29%
3 Financials 3.92%
4 Industrials 2.86%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
176
Salesforce
CRM
$232B
$4.12M 0.11%
15,118
+1,235
FLIN icon
177
Franklin FTSE India ETF
FLIN
$2.53B
$4.08M 0.11%
102,424
-4,152
MO icon
178
Altria Group
MO
$97.7B
$4.06M 0.11%
69,219
+4,295
UDEC icon
179
Innovator US Equity Ultra Buffer ETF December
UDEC
$295M
$4.05M 0.11%
111,257
-18,372
T icon
180
AT&T
T
$181B
$4.04M 0.11%
139,555
-5,730
HDV icon
181
iShares Core High Dividend ETF
HDV
$11.7B
$3.91M 0.11%
33,389
-1,198
VYM icon
182
Vanguard High Dividend Yield ETF
VYM
$65.3B
$3.9M 0.11%
29,225
+459
XLE icon
183
Energy Select Sector SPDR Fund
XLE
$27.6B
$3.86M 0.11%
45,530
-2,654
LMT icon
184
Lockheed Martin
LMT
$108B
$3.81M 0.1%
8,228
+454
IYG icon
185
iShares US Financial Services ETF
IYG
$1.91B
$3.8M 0.1%
44,347
+942
FDL icon
186
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.79B
$3.76M 0.1%
89,795
+17,178
IWR icon
187
iShares Russell Mid-Cap ETF
IWR
$44B
$3.76M 0.1%
40,852
-828
TMF icon
188
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$4.62B
$3.74M 0.1%
95,400
+32,730
QCOM icon
189
Qualcomm
QCOM
$186B
$3.73M 0.1%
23,397
+615
DE icon
190
Deere & Co
DE
$129B
$3.71M 0.1%
7,294
+527
VZ icon
191
Verizon
VZ
$173B
$3.69M 0.1%
85,298
-3,363
UFEB icon
192
Innovator US Equity Ultra Buffer ETF February
UFEB
$183M
$3.62M 0.1%
105,473
-23,348
GE icon
193
GE Aerospace
GE
$322B
$3.56M 0.1%
13,814
+682
UNH icon
194
UnitedHealth
UNH
$292B
$3.55M 0.1%
11,392
+224
UBER icon
195
Uber
UBER
$190B
$3.55M 0.1%
38,014
-131
RTX icon
196
RTX Corp
RTX
$235B
$3.55M 0.1%
24,285
+1,024
D icon
197
Dominion Energy
D
$51.7B
$3.53M 0.1%
62,443
-922
JIRE icon
198
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.69B
$3.51M 0.1%
+49,543
DAL icon
199
Delta Air Lines
DAL
$38.1B
$3.51M 0.1%
71,273
+5,385
AMGN icon
200
Amgen
AMGN
$181B
$3.47M 0.1%
12,422
+71
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8
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