IWM
IHT Wealth Management Portfolio holdings
AUM
$3.95B
1-Year Est. Return
17.75%
1 Year Est. Return
+17.75%
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 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$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
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
| – | – |
-4,768
|
|
||
1202
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$250M
| – | – |
-5,000
|
|
||
1203
Wintrust Financial
WTFC
$8.59B
| – | – |
-5,053
|
|
||
1204
WisdomTree Managed Futures Strategy Fund
WTMF
$172M
| – | – |
-41,298
|
|
||
1205
VanEck CEF Muni Income ETF
XMPT
$180M
| – | – |
-10,150
|
|
||
1206
Zeta Global
ZETA
$4.44B
| – | – |
-25,112
|
|
||
1207
Neuberger Berman Option Strategy ETF
NBOS
$445M
| – | – |
-15,952
|
|
||
|
SYRA
1208
DELISTED
Syra Health Corp. Class A Common Stock
SYRA
| – | – |
-14,000
|
|
||
1209
The Mosaic Company
MOS
$8.27B
| – | – |
-70,948
|
|