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
$312M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.57%
2 Technology 0.78%
3 Industrials 0.75%
4 Healthcare 0.69%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BMY icon
276
Bristol-Myers Squibb
BMY
$106B
$9.57K ﹤0.01%
157
USRT icon
277
iShares Core US REIT ETF
USRT
$3.26B
$9.56K ﹤0.01%
166
-12
AMD icon
278
Advanced Micro Devices
AMD
$355B
$9.55K ﹤0.01%
93
-296
FAST icon
279
Fastenal
FAST
$47.6B
$9.54K ﹤0.01%
246
+46
MDLZ icon
280
Mondelez International
MDLZ
$70.8B
$9.5K ﹤0.01%
+140
CALF icon
281
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.78B
$9.49K ﹤0.01%
253
IFF icon
282
International Flavors & Fragrances
IFF
$17.2B
$9.47K ﹤0.01%
122
WPC icon
283
W.P. Carey
WPC
$14.5B
$9.47K ﹤0.01%
150
VDC icon
284
Vanguard Consumer Staples ETF
VDC
$7.24B
$9.41K ﹤0.01%
43
PFM icon
285
Invesco Dividend Achievers ETF
PFM
$746M
$9.34K ﹤0.01%
204
ALL icon
286
Allstate
ALL
$52.9B
$9.32K ﹤0.01%
45
+35
SFM icon
287
Sprouts Farmers Market
SFM
$8.33B
$8.7K ﹤0.01%
57
EWL icon
288
iShares MSCI Switzerland ETF
EWL
$1.46B
$8.6K ﹤0.01%
166
BLK icon
289
Blackrock
BLK
$166B
$8.52K ﹤0.01%
9
+6
COF icon
290
Capital One
COF
$147B
$8.25K ﹤0.01%
+46
DOCS icon
291
Doximity
DOCS
$8.65B
$8.24K ﹤0.01%
142
PCAR icon
292
PACCAR
PCAR
$57.9B
$8.18K ﹤0.01%
84
+24
SCHF icon
293
Schwab International Equity ETF
SCHF
$54B
$8.15K ﹤0.01%
412
CDNS icon
294
Cadence Design Systems
CDNS
$91.9B
$8.14K ﹤0.01%
32
CTSH icon
295
Cognizant
CTSH
$39B
$8.03K ﹤0.01%
105
+67
SPGP icon
296
Invesco S&P 500 GARP ETF
SPGP
$2.46B
$7.99K ﹤0.01%
+80
CME icon
297
CME Group
CME
$97.7B
$7.96K ﹤0.01%
30
+15
ASML icon
298
ASML
ASML
$427B
$7.95K ﹤0.01%
12
+7
APPF icon
299
AppFolio
APPF
$8.46B
$7.92K ﹤0.01%
36
CAVA icon
300
CAVA Group
CAVA
$6.19B
$7.78K ﹤0.01%
+90