IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Quarter Est. Return
1 Year Est. Return
+10.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$732K
3 +$682K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$622K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$546K

Top Sells

1 +$73.2K
2 +$60.1K
3 +$56.3K
4
JPM icon
JPMorgan Chase
JPM
+$50.7K
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$49.1K

Sector Composition

1 Financials 1.68%
2 Technology 0.9%
3 Industrials 0.75%
4 Healthcare 0.57%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VYM icon
1
Vanguard High Dividend Yield ETF
VYM
$65.2B
$35.8M 10.55%
268,260
+5,493
JPST icon
2
JPMorgan Ultra-Short Income ETF
JPST
$34B
$35M 10.33%
690,854
+36,892
VOOG icon
3
Vanguard S&P 500 Growth ETF
VOOG
$20.3B
$34M 10.04%
85,811
+1,377
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$178B
$23.1M 6.82%
405,739
+5,576
SPY icon
5
SPDR S&P 500 ETF Trust
SPY
$661B
$23.1M 6.82%
37,393
+602
SPDW icon
6
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.5B
$22.1M 6.53%
546,648
+8,071
JEPI icon
7
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$17.8M 5.24%
312,226
+11,991
VO icon
8
Vanguard Mid-Cap ETF
VO
$88.5B
$15.8M 4.68%
56,640
+1,351
BBAG icon
9
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.3B
$15.7M 4.64%
340,534
+3,703
VB icon
10
Vanguard Small-Cap ETF
VB
$67.9B
$15.4M 4.54%
64,955
+2,110
VCIT icon
11
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58B
$15.2M 4.49%
183,621
-883
LQD icon
12
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.2B
$14.6M 4.32%
133,464
+692
VWO icon
13
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$13.2M 3.9%
267,242
+5,581
VOE icon
14
Vanguard Mid-Cap Value ETF
VOE
$19.1B
$10.8M 3.2%
65,935
+1,889
AVUV icon
15
Avantis US Small Cap Value ETF
AVUV
$18.4B
$8.8M 2.6%
96,584
+6,829
PFFD icon
16
Global X US Preferred ETF
PFFD
$2.35B
$5.74M 1.69%
304,662
+4,523
VBR icon
17
Vanguard Small-Cap Value ETF
VBR
$31.3B
$1.91M 0.56%
9,784
-55
SPYV icon
18
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$1.46M 0.43%
27,903
-350
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.22M 0.36%
2,504
-52
AAPL icon
20
Apple
AAPL
$3.7T
$1.21M 0.36%
5,906
+863
VOO icon
21
Vanguard S&P 500 ETF
VOO
$757B
$1.05M 0.31%
1,854
-12
LII icon
22
Lennox International
LII
$18.6B
$914K 0.27%
1,595
SPYG icon
23
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$760K 0.22%
7,969
-116
WFC icon
24
Wells Fargo
WFC
$271B
$743K 0.22%
9,270
-599
IVV icon
25
iShares Core S&P 500 ETF
IVV
$660B
$643K 0.19%
1,035
+34