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
251
$4.17K ﹤0.01%
48
+47
252
$4.12K ﹤0.01%
+131
253
$4.08K ﹤0.01%
+32
254
$4.03K ﹤0.01%
27
+17
255
$3.98K ﹤0.01%
311
256
$3.96K ﹤0.01%
+92
257
$3.95K ﹤0.01%
100
258
$3.92K ﹤0.01%
+24
259
$3.91K ﹤0.01%
+86
260
$3.89K ﹤0.01%
54
+33
261
$3.83K ﹤0.01%
+11
262
$3.81K ﹤0.01%
125
263
$3.75K ﹤0.01%
64
264
$3.6K ﹤0.01%
+15
265
$3.54K ﹤0.01%
17
+8
266
$3.53K ﹤0.01%
126
267
$3.49K ﹤0.01%
13
+6
268
$3.49K ﹤0.01%
23
269
$3.46K ﹤0.01%
55
+35
270
$3.44K ﹤0.01%
+21
271
$3.43K ﹤0.01%
122
+17
272
$3.39K ﹤0.01%
+15
273
$3.33K ﹤0.01%
+245
274
$3.29K ﹤0.01%
80
275
$3.2K ﹤0.01%
+243
9 10
11
12 13