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
301
$2.47K ﹤0.01%
+3
302
$2.47K ﹤0.01%
26
303
$2.46K ﹤0.01%
9
304
$2.45K ﹤0.01%
+21
305
$2.44K ﹤0.01%
35
306
$2.44K ﹤0.01%
+57
307
$2.41K ﹤0.01%
+32
308
$2.41K ﹤0.01%
+42
309
$2.4K ﹤0.01%
20
310
$2.4K ﹤0.01%
20
311
$2.38K ﹤0.01%
+70
312
$2.35K ﹤0.01%
+48
313
$2.3K ﹤0.01%
+25
314
$2.3K ﹤0.01%
+69
315
$2.3K ﹤0.01%
+10
316
$2.26K ﹤0.01%
+102
317
$2.26K ﹤0.01%
+22
318
$2.23K ﹤0.01%
6
319
$2.19K ﹤0.01%
+52
320
$2.19K ﹤0.01%
6
321
$2.15K ﹤0.01%
7
322
$2.13K ﹤0.01%
+46
323
$2.1K ﹤0.01%
12
324
$2.1K ﹤0.01%
+38
325
$2.09K ﹤0.01%
19
11 12
13
14 15