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
MDT icon
251
Medtronic
MDT
$131B
$12.5K ﹤0.01%
143
EXC icon
252
Exelon
EXC
$44.9B
$12.2K ﹤0.01%
282
GDX icon
253
VanEck Gold Miners ETF
GDX
$23.8B
$12.2K ﹤0.01%
+235
HLNE icon
254
Hamilton Lane
HLNE
$5.41B
$12.1K ﹤0.01%
85
F icon
255
Ford
F
$52.2B
$12K ﹤0.01%
1,110
+475
USMC icon
256
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.3B
$11.9K ﹤0.01%
191
NRG icon
257
NRG Energy
NRG
$32B
$11.7K ﹤0.01%
73
AB icon
258
AllianceBernstein
AB
$3.73B
$11.7K ﹤0.01%
+286
WM icon
259
Waste Management
WM
$87.1B
$11.4K ﹤0.01%
50
CHKP icon
260
Check Point Software Technologies
CHKP
$20.5B
$11.3K ﹤0.01%
51
VGLT icon
261
Vanguard Long-Term Treasury ETF
VGLT
$9.87B
$11.2K ﹤0.01%
200
ESGE icon
262
iShares ESG Aware MSCI EM ETF
ESGE
$5.55B
$11.2K ﹤0.01%
286
XLY icon
263
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
$11.1K ﹤0.01%
51
TMC icon
264
TMC The Metals Company
TMC
$3.19B
$11.1K ﹤0.01%
+1,675
AMAT icon
265
Applied Materials
AMAT
$214B
$11K ﹤0.01%
60
+20
CGUS icon
266
Capital Group Core Equity ETF
CGUS
$8B
$11K ﹤0.01%
+297
IAU icon
267
iShares Gold Trust
IAU
$65.4B
$10.5K ﹤0.01%
169
QCOM icon
268
Qualcomm
QCOM
$187B
$10.5K ﹤0.01%
66
BDX icon
269
Becton Dickinson
BDX
$55.2B
$10.3K ﹤0.01%
60
FAST icon
270
Fastenal
FAST
$47.3B
$10.3K ﹤0.01%
246
SCHR icon
271
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.6B
$10.2K ﹤0.01%
408
GIS icon
272
General Mills
GIS
$24.6B
$10.2K ﹤0.01%
197
PLD icon
273
Prologis
PLD
$120B
$10.2K ﹤0.01%
97
-7
AGG icon
274
iShares Core US Aggregate Bond ETF
AGG
$135B
$10.2K ﹤0.01%
103
+71
ITW icon
275
Illinois Tool Works
ITW
$72.5B
$10.1K ﹤0.01%
41