IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Fund
S&P 500
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 +$1.86M
2 +$696K
3 +$664K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$589K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$492K

Top Sells

1 +$71.7K
2 +$60.1K
3 +$56.3K
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$49.1K
5
JPM icon
JPMorgan Chase
JPM
+$44.7K

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
$180B
$10.1K ﹤0.01%
91
CALF icon
277
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.45B
$10.1K ﹤0.01%
253
BP icon
278
BP
BP
$101B
$10.1K ﹤0.01%
336
CDNS icon
279
Cadence Design Systems
CDNS
$81.8B
$9.86K ﹤0.01%
32
KLAC icon
280
KLA
KLAC
$187B
$9.85K ﹤0.01%
11
+5
SLV icon
281
iShares Silver Trust
SLV
$42.4B
$9.84K ﹤0.01%
+300
PFM icon
282
Invesco Dividend Achievers ETF
PFM
$757M
$9.83K ﹤0.01%
204
WBD icon
283
Warner Bros
WBD
$69.4B
$9.82K ﹤0.01%
857
+600
PSX icon
284
Phillips 66
PSX
$66.7B
$9.78K ﹤0.01%
82
FDX icon
285
FedEx
FDX
$87.8B
$9.77K ﹤0.01%
43
VALE icon
286
Vale
VALE
$65.8B
$9.71K ﹤0.01%
1,000
-1,500
IGSB icon
287
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$9.71K ﹤0.01%
184
BLDR icon
288
Builders FirstSource
BLDR
$10.6B
$9.69K ﹤0.01%
83
ACN icon
289
Accenture
ACN
$132B
$9.56K ﹤0.01%
32
-3
BLK icon
290
Blackrock
BLK
$161B
$9.44K ﹤0.01%
9
MDLZ icon
291
Mondelez International
MDLZ
$74.6B
$9.44K ﹤0.01%
140
VDC icon
292
Vanguard Consumer Staples ETF
VDC
$7.9B
$9.42K ﹤0.01%
43
SFM icon
293
Sprouts Farmers Market
SFM
$7.27B
$9.38K ﹤0.01%
57
WPC icon
294
W.P. Carey
WPC
$16.3B
$9.36K ﹤0.01%
150
VRTX icon
295
Vertex Pharmaceuticals
VRTX
$117B
$9.35K ﹤0.01%
21
-1
WHF icon
296
WhiteHorse Finance
WHF
$169M
$9.19K ﹤0.01%
1,054
SCHF icon
297
Schwab International Equity ETF
SCHF
$58.8B
$9.11K ﹤0.01%
412
EWL icon
298
iShares MSCI Switzerland ETF
EWL
$1.64B
$9.1K ﹤0.01%
166
ALL icon
299
Allstate
ALL
$54.9B
$9.06K ﹤0.01%
45
IFF icon
300
International Flavors & Fragrances
IFF
$19.3B
$8.97K ﹤0.01%
122