IWM
IHT Wealth Management Portfolio holdings
AUM
$4.25B
1-Year Est. Return
21.07%
This Fund
S&P 500
1 Year Est. Return
+21.07%
AUM
$4.25B
AUM Growth
+$137M
(+3.3%)
Holding
1,337
Top Buys
| 1 | +$20.7M | |
| 2 | +$19.9M | |
| 3 | +$16.1M | |
| 4 |
AB Ultra Short Income ETF
YEAR
|
+$13M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
+$12.1M |
Top Sells
| 1 | +$41.1M | |
| 2 | +$22.7M | |
| 3 | +$13.2M | |
| 4 |
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$11.8M |
| 5 |
PLTD
Direxion Dailly PLTR Bear 1X ETF
PLTD
|
+$11.8M |
Sector Composition
| 1 | Technology | 10.51% |
| 2 | Consumer Discretionary | 3.94% |
| 3 | Financials | 3.34% |
| 4 | Industrials | 3.22% |
| 5 | Healthcare | 2.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
XYZ
1326
Block Inc
XYZ
$44.3B
| – | – |
-3,649
|
|
||
|
RHLD
1327
Resolute Holdings Management
RHLD
$950M
| – | – |
-1,895
|
|
||
|
USAR
1328
USA Rare Earth Inc
USAR
$6.89B
| – | – |
-10,965
|
|
||
|
ALM
1329
Almonty Industries
ALM
$5.72B
| – | – |
0
|
|
||
1330
State Street SPDR S&P 500 ETF Trust
SPY
$786B
| – | – |
-60,475
|
|