IWM
IHT Wealth Management Portfolio holdings
AUM
$3.95B
1-Year Est. Return
17.75%
1 Year Est. Return
+17.75%
AUM
$3.95B
AUM Growth
+$315M
(+8.7%)
Holding
1,235
Top Buys
| 1 | +$27.6M | |
| 2 | +$13.5M | |
| 3 | +$12.1M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$9.92M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$9.55M |
Top Sells
| 1 | +$11.8M | |
| 2 | +$8.6M | |
| 3 | +$8.5M | |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
+$8.31M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$7.95M |
Sector Composition
| 1 | Technology | 11.37% |
| 2 | Consumer Discretionary | 4.66% |
| 3 | Financials | 3.71% |
| 4 | Industrials | 2.92% |
| 5 | Communication Services | 2.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1226
NIO
NIO
$13B
| – | – |
-33,494
|
|
||
1227
Nuveen ESG US Aggregate Bond ETF
NUBD
$448M
| – | – |
-14,652
|
|
||
|
WBA
1228
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-41,807
|
|
||
1229
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.67B
| – | – |
-91,661
|
|
||
|
IMAY
1230
Innovator International Developed Power Buffer ETF - May
IMAY
$34.4M
| – | – |
-29,627
|
|
||
|
IJUN
1231
Innovator International Developed Power Buffer ETF - June
IJUN
$57.2M
| – | – |
-36,983
|
|
||
|
QXQ
1232
SGI Enhanced Nasdaq-100 ETF
QXQ
$52.4M
| – | – |
-4,002
|
|