IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Fund
S&P 500
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 +$1.86M
2 +$696K
3 +$664K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$589K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$492K

Top Sells

1 +$71.7K
2 +$60.1K
3 +$56.3K
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$49.1K
5
JPM icon
JPMorgan Chase
JPM
+$44.7K

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
$154B
$17.9K 0.01%
78
RTX icon
227
RTX Corp
RTX
$274B
$17.5K 0.01%
120
DOC icon
228
Healthpeak Properties
DOC
$12.1B
$17.5K 0.01%
1,000
HLI icon
229
Houlihan Lokey
HLI
$11B
$17.3K 0.01%
96
NKE icon
230
Nike
NKE
$85.9B
$16.1K ﹤0.01%
226
TRV icon
231
Travelers Companies
TRV
$66.3B
$15.5K ﹤0.01%
58
PYPL icon
232
PayPal
PYPL
$43.9B
$15.4K ﹤0.01%
207
WING icon
233
Wingstop
WING
$6.5B
$15.2K ﹤0.01%
45
ROK icon
234
Rockwell Automation
ROK
$42.5B
$14.9K ﹤0.01%
45
JFLI
235
JPMorgan Flexible Income ETF
JFLI
$43.8M
$14.9K ﹤0.01%
300
+250
GLW icon
236
Corning
GLW
$116B
$14.6K ﹤0.01%
277
+1
SHW icon
237
Sherwin-Williams
SHW
$83.1B
$14.4K ﹤0.01%
42
-1
ADI icon
238
Analog Devices
ADI
$161B
$14.3K ﹤0.01%
60
-2
SCHC icon
239
Schwab International Small-Cap Equity ETF
SCHC
$5.35B
$14.1K ﹤0.01%
331
GPC icon
240
Genuine Parts
GPC
$16.1B
$13.7K ﹤0.01%
113
JNK icon
241
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.76B
$13.6K ﹤0.01%
140
LIN icon
242
Linde
LIN
$227B
$13.6K ﹤0.01%
29
EA icon
243
Electronic Arts
EA
$50.2B
$13.6K ﹤0.01%
85
YUMC icon
244
Yum China
YUMC
$18.5B
$13.6K ﹤0.01%
303
+1
PH icon
245
Parker-Hannifin
PH
$122B
$13.3K ﹤0.01%
19
AMD icon
246
Advanced Micro Devices
AMD
$325B
$13.2K ﹤0.01%
93
SPLB icon
247
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.21B
$12.8K ﹤0.01%
565
+6
IWF icon
248
iShares Russell 1000 Growth ETF
IWF
$117B
$12.7K ﹤0.01%
30
PINS icon
249
Pinterest
PINS
$13.1B
$12.6K ﹤0.01%
+350
SYY icon
250
Sysco
SYY
$41.1B
$12.5K ﹤0.01%
165