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
$204M
AUM Growth
+$132K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$914K
3
+$831K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$736K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$623K

Top Sells

1
+$538K
2
+$320K
3
+$183K
4
APO icon
Apollo Global Management
APO
+$144K
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$106K

Sector Composition

1 Financials 0.95%
2 Healthcare 0.59%
3 Technology 0.59%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.18K ﹤0.01%
+66
227
$5.11K ﹤0.01%
+46
228
$5.1K ﹤0.01%
+60
229
$5.07K ﹤0.01%
50
230
$4.96K ﹤0.01%
85
+25
231
$4.85K ﹤0.01%
+150
232
$4.83K ﹤0.01%
27
+13
233
$4.83K ﹤0.01%
291
234
$4.81K ﹤0.01%
+40
235
$4.76K ﹤0.01%
+60
236
$4.76K ﹤0.01%
85
237
$4.75K ﹤0.01%
1,200
-250
238
$4.74K ﹤0.01%
28
239
$4.71K ﹤0.01%
+47
240
$4.67K ﹤0.01%
+125
241
$4.66K ﹤0.01%
+95
242
$4.6K ﹤0.01%
105
+26
243
$4.57K ﹤0.01%
72
244
$4.57K ﹤0.01%
+24
245
$4.54K ﹤0.01%
+100
246
$4.53K ﹤0.01%
78
+37
247
$4.38K ﹤0.01%
+100
248
$4.34K ﹤0.01%
+149
249
$4.31K ﹤0.01%
87
250
$4.29K ﹤0.01%
63
-24
8 9
10
11 12