IWM
IHT Wealth Management Portfolio holdings
AUM
$3.64B
1-Year Est. Return
15.77%
1 Year Est. Return
+15.77%
AUM
$3.64B
AUM Growth
+$435M
(+14%)
Holding
1,211
Top Buys
| 1 | +$23.2M | |
| 2 | +$19.5M | |
| 3 | +$14.4M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$13.2M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$12.3M |
Top Sells
| 1 | +$16.5M | |
| 2 | +$13.3M | |
| 3 | +$12.3M | |
| 4 |
Goldman Sachs Access Ultra Short Bond ETF
GSST
|
+$8.55M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1201
Zeta Global
ZETA
$4.34B
| – | – |
-25,112
|
|
||
1202
Neuberger Berman Option Strategy ETF
NBOS
$440M
| – | – |
-15,952
|
|
||
|
SYRA
1203
DELISTED
Syra Health Corp. Class A Common Stock
SYRA
| – | – |
-14,000
|
|
||
1204
The Mosaic Company
MOS
$9.34B
| – | – |
-70,948
|
|
||
1205
Nutrien
NTR
$27.4B
| – | – |
-9,269
|
|
||
1206
GraniteShares 2x Short NVDA Daily ETF
NVD
$43.5M
| – | – |
-7,800
|
|
||
1207
Okta
OKTA
$15.5B
| – | – |
-4,262
|
|
||
1208
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$185M
| – | – |
-14,090
|
|
||
1209
Packaging Corp of America
PKG
$18.5B
| – | – |
-1,037
|
|