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
GILD icon
276
Gilead Sciences
GILD
$155B
$10.1K ﹤0.01%
91
CALF icon
277
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.77B
$10.1K ﹤0.01%
253
BP icon
278
BP
BP
$95.1B
$10.1K ﹤0.01%
336
CDNS icon
279
Cadence Design Systems
CDNS
$91.5B
$9.86K ﹤0.01%
32
KLAC icon
280
KLA
KLAC
$159B
$9.85K ﹤0.01%
11
+5
SLV icon
281
iShares Silver Trust
SLV
$29.3B
$9.84K ﹤0.01%
+300
PFM icon
282
Invesco Dividend Achievers ETF
PFM
$748M
$9.83K ﹤0.01%
204
WBD icon
283
Warner Bros
WBD
$60.9B
$9.82K ﹤0.01%
857
+600
PSX icon
284
Phillips 66
PSX
$56.3B
$9.78K ﹤0.01%
82
FDX icon
285
FedEx
FDX
$63.8B
$9.77K ﹤0.01%
43
VALE icon
286
Vale
VALE
$56.8B
$9.71K ﹤0.01%
1,000
-1,500
IGSB icon
287
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
$9.71K ﹤0.01%
184
BLDR icon
288
Builders FirstSource
BLDR
$12.7B
$9.69K ﹤0.01%
83
ACN icon
289
Accenture
ACN
$169B
$9.56K ﹤0.01%
32
-3
BLK icon
290
Blackrock
BLK
$168B
$9.44K ﹤0.01%
9
MDLZ icon
291
Mondelez International
MDLZ
$72.3B
$9.44K ﹤0.01%
140
VDC icon
292
Vanguard Consumer Staples ETF
VDC
$7.29B
$9.42K ﹤0.01%
43
SFM icon
293
Sprouts Farmers Market
SFM
$8.29B
$9.38K ﹤0.01%
57
WPC icon
294
W.P. Carey
WPC
$14.6B
$9.36K ﹤0.01%
150
VRTX icon
295
Vertex Pharmaceuticals
VRTX
$118B
$9.35K ﹤0.01%
21
-1
WHF icon
296
WhiteHorse Finance
WHF
$174M
$9.19K ﹤0.01%
1,054
SCHF icon
297
Schwab International Equity ETF
SCHF
$53.7B
$9.11K ﹤0.01%
412
EWL icon
298
iShares MSCI Switzerland ETF
EWL
$1.46B
$9.1K ﹤0.01%
166
ALL icon
299
Allstate
ALL
$54.6B
$9.06K ﹤0.01%
45
IFF icon
300
International Flavors & Fragrances
IFF
$17.2B
$8.97K ﹤0.01%
122