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
$312M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$7.82M
3
+$1.4M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.32M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.13M

Top Sells

1
+$8.22M
2
+$7.62M
3
+$7.47M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$6.58M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$2.73M

Sector Composition

1 Financials 1.57%
2 Technology 0.78%
3 Industrials 0.75%
4 Healthcare 0.69%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHW icon
226
Sherwin-Williams
SHW
$82.6B
$15K ﹤0.01%
43
+15
PEJ icon
227
Invesco Leisure and Entertainment ETF
PEJ
$265M
$14.9K ﹤0.01%
+307
FSMD icon
228
Fidelity Small-Mid Multifactor ETF
FSMD
$1.87B
$14.5K ﹤0.01%
+370
FBTC icon
229
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$14.4K ﹤0.01%
200
+100
NKE icon
230
Nike
NKE
$97.4B
$14.3K ﹤0.01%
226
-30
TFC icon
231
Truist Financial
TFC
$60.8B
$14.3K ﹤0.01%
348
+126
BDX icon
232
Becton Dickinson
BDX
$55.4B
$13.7K ﹤0.01%
60
-30
IYH icon
233
iShares US Healthcare ETF
IYH
$3.49B
$13.7K ﹤0.01%
+225
PYPL icon
234
PayPal
PYPL
$58.3B
$13.5K ﹤0.01%
207
-12
LIN icon
235
Linde
LIN
$187B
$13.5K ﹤0.01%
29
-1
GPC icon
236
Genuine Parts
GPC
$18.1B
$13.5K ﹤0.01%
113
+38
JNK icon
237
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.52B
$13.3K ﹤0.01%
140
EXC icon
238
Exelon
EXC
$44.2B
$13K ﹤0.01%
282
MDT icon
239
Medtronic
MDT
$130B
$12.8K ﹤0.01%
143
-1
GLW icon
240
Corning
GLW
$73.7B
$12.7K ﹤0.01%
276
+151
HLNE icon
241
Hamilton Lane
HLNE
$5.5B
$12.6K ﹤0.01%
85
SPLB icon
242
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.07B
$12.6K ﹤0.01%
559
+10
ADI icon
243
Analog Devices
ADI
$138B
$12.5K ﹤0.01%
62
+50
SYY icon
244
Sysco
SYY
$35B
$12.4K ﹤0.01%
165
EA icon
245
Electronic Arts
EA
$51B
$12.3K ﹤0.01%
85
+37
SCHC icon
246
Schwab International Small-Cap Equity ETF
SCHC
$4.97B
$11.9K ﹤0.01%
331
COWZ icon
247
Pacer US Cash Cows 100 ETF
COWZ
$18.5B
$11.8K ﹤0.01%
+216
GIS icon
248
General Mills
GIS
$24.5B
$11.8K ﹤0.01%
197
ROK icon
249
Rockwell Automation
ROK
$45.4B
$11.6K ﹤0.01%
45
PLD icon
250
Prologis
PLD
$119B
$11.6K ﹤0.01%
+104
8 9
10
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