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
USRT icon
301
iShares Core US REIT ETF
USRT
$3.37B
$8.94K ﹤0.01%
158
-8
EBAY icon
302
eBay
EBAY
$42B
$8.94K ﹤0.01%
120
-325
DOCS icon
303
Doximity
DOCS
$7.77B
$8.71K ﹤0.01%
142
SHYG icon
304
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$8.12B
$8.63K ﹤0.01%
200
-36
IUSV icon
305
iShares Core S&P US Value ETF
IUSV
$24.4B
$8.58K ﹤0.01%
91
+83
QLYS icon
306
Qualys
QLYS
$4.83B
$8.57K ﹤0.01%
60
ITOT icon
307
iShares Core S&P Total US Stock Market ETF
ITOT
$82.1B
$8.51K ﹤0.01%
63
APPF icon
308
AppFolio
APPF
$7.83B
$8.29K ﹤0.01%
36
DT icon
309
Dynatrace
DT
$12B
$8.28K ﹤0.01%
+150
CME icon
310
CME Group
CME
$101B
$8.27K ﹤0.01%
30
CTSH icon
311
Cognizant
CTSH
$40.9B
$8.19K ﹤0.01%
105
VSS icon
312
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.6B
$8.06K ﹤0.01%
60
+10
EWC icon
313
iShares MSCI Canada ETF
EWC
$3.95B
$7.99K ﹤0.01%
173
+16
PCAR icon
314
PACCAR
PCAR
$63.7B
$7.99K ﹤0.01%
84
TWLO icon
315
Twilio
TWLO
$18.1B
$7.96K ﹤0.01%
64
IBIT icon
316
iShares Bitcoin Trust
IBIT
$74.7B
$7.96K ﹤0.01%
+130
ATI icon
317
ATI
ATI
$16.9B
$7.94K ﹤0.01%
92
INTU icon
318
Intuit
INTU
$152B
$7.88K ﹤0.01%
10
ETN icon
319
Eaton
ETN
$134B
$7.85K ﹤0.01%
22
-1
PNC icon
320
PNC Financial Services
PNC
$90.2B
$7.83K ﹤0.01%
42
VLTO icon
321
Veralto
VLTO
$25.5B
$7.77K ﹤0.01%
77
CAVA icon
322
CAVA Group
CAVA
$8.36B
$7.58K ﹤0.01%
90
SCHH icon
323
Schwab US REIT ETF
SCHH
$9.22B
$7.43K ﹤0.01%
351
O icon
324
Realty Income
O
$56.4B
$7.37K ﹤0.01%
128
BMY icon
325
Bristol-Myers Squibb
BMY
$112B
$7.27K ﹤0.01%
157