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
276
$3.19K ﹤0.01%
+214
277
$3.17K ﹤0.01%
+12
278
$3.17K ﹤0.01%
+523
279
$3.08K ﹤0.01%
20
280
$3.07K ﹤0.01%
+75
281
$3.01K ﹤0.01%
+142
282
$3K ﹤0.01%
+15
283
$3K ﹤0.01%
26
+9
284
$2.98K ﹤0.01%
+35
285
$2.97K ﹤0.01%
+32
286
$2.96K ﹤0.01%
+32
287
$2.95K ﹤0.01%
+29
288
$2.9K ﹤0.01%
+4
289
$2.9K ﹤0.01%
73
290
$2.88K ﹤0.01%
+149
291
$2.81K ﹤0.01%
+73
292
$2.78K ﹤0.01%
+55
293
$2.75K ﹤0.01%
+6
294
$2.71K ﹤0.01%
+40
295
$2.67K ﹤0.01%
98
+48
296
$2.65K ﹤0.01%
45
297
$2.58K ﹤0.01%
+40
298
$2.57K ﹤0.01%
+38
299
$2.54K ﹤0.01%
+139
300
$2.53K ﹤0.01%
+53
10 11
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