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
UNP icon
226
Union Pacific
UNP
$140B
$17.9K 0.01%
78
RTX icon
227
RTX Corp
RTX
$226B
$17.5K 0.01%
120
DOC icon
228
Healthpeak Properties
DOC
$12B
$17.5K 0.01%
1,000
HLI icon
229
Houlihan Lokey
HLI
$12.4B
$17.3K 0.01%
96
NKE icon
230
Nike
NKE
$97B
$16.1K ﹤0.01%
226
TRV icon
231
Travelers Companies
TRV
$63.4B
$15.5K ﹤0.01%
58
PYPL icon
232
PayPal
PYPL
$57.3B
$15.4K ﹤0.01%
207
WING icon
233
Wingstop
WING
$7.46B
$15.2K ﹤0.01%
45
ROK icon
234
Rockwell Automation
ROK
$45B
$14.9K ﹤0.01%
45
JFLI
235
JPMorgan Flexible Income ETF
JFLI
$33.7M
$14.9K ﹤0.01%
300
+250
GLW icon
236
Corning
GLW
$71.6B
$14.6K ﹤0.01%
277
+1
SHW icon
237
Sherwin-Williams
SHW
$84.1B
$14.4K ﹤0.01%
42
-1
ADI icon
238
Analog Devices
ADI
$136B
$14.3K ﹤0.01%
60
-2
SCHC icon
239
Schwab International Small-Cap Equity ETF
SCHC
$4.95B
$14.1K ﹤0.01%
331
GPC icon
240
Genuine Parts
GPC
$18B
$13.7K ﹤0.01%
113
JNK icon
241
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.52B
$13.6K ﹤0.01%
140
LIN icon
242
Linde
LIN
$191B
$13.6K ﹤0.01%
29
EA icon
243
Electronic Arts
EA
$50.8B
$13.6K ﹤0.01%
85
YUMC icon
244
Yum China
YUMC
$16.9B
$13.6K ﹤0.01%
303
+1
PH icon
245
Parker-Hannifin
PH
$110B
$13.3K ﹤0.01%
19
AMD icon
246
Advanced Micro Devices
AMD
$354B
$13.2K ﹤0.01%
93
SPLB icon
247
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.07B
$12.8K ﹤0.01%
565
+6
IWF icon
248
iShares Russell 1000 Growth ETF
IWF
$125B
$12.7K ﹤0.01%
30
PINS icon
249
Pinterest
PINS
$18.5B
$12.6K ﹤0.01%
+350
SYY icon
250
Sysco
SYY
$35.1B
$12.5K ﹤0.01%
165