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
SRE icon
326
Sempra
SRE
$60.4B
$7.2K ﹤0.01%
95
BSX icon
327
Boston Scientific
BSX
$131B
$7.2K ﹤0.01%
67
UPS icon
328
United Parcel Service
UPS
$90.7B
$7.07K ﹤0.01%
70
SHY icon
329
iShares 1-3 Year Treasury Bond ETF
SHY
$23.6B
$6.96K ﹤0.01%
84
CM icon
330
Canadian Imperial Bank of Commerce
CM
$85.6B
$6.87K ﹤0.01%
97
LH icon
331
Labcorp
LH
$22.5B
$6.83K ﹤0.01%
26
RUM icon
332
Rumble
RUM
$2.05B
$6.83K ﹤0.01%
760
+90
BKH icon
333
Black Hills Corp
BKH
$5.54B
$6.73K ﹤0.01%
120
CGDV icon
334
Capital Group Dividend Value ETF
CGDV
$27.9B
$6.71K ﹤0.01%
+170
DIA icon
335
SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.8B
$6.61K ﹤0.01%
15
SPSM icon
336
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.2B
$6.56K ﹤0.01%
154
IGIB icon
337
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.5B
$6.55K ﹤0.01%
123
+27
HYD icon
338
VanEck High Yield Muni ETF
HYD
$4.14B
$6.53K ﹤0.01%
130
+35
NOC icon
339
Northrop Grumman
NOC
$95.2B
$6.5K ﹤0.01%
13
FSV icon
340
FirstService
FSV
$7.42B
$6.46K ﹤0.01%
37
XLE icon
341
State Street Energy Select Sector SPDR ETF
XLE
$29.2B
$6.45K ﹤0.01%
152
PGR icon
342
Progressive
PGR
$119B
$6.41K ﹤0.01%
24
EMB icon
343
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.7B
$6.33K ﹤0.01%
63
+62
B
344
Barrick Mining
B
$82.2B
$6.25K ﹤0.01%
300
BTI icon
345
British American Tobacco
BTI
$126B
$6.2K ﹤0.01%
131
HUT
346
Hut 8
HUT
$6.44B
$6.17K ﹤0.01%
+332
EEFT icon
347
Euronet Worldwide
EEFT
$3.14B
$6.08K ﹤0.01%
60
HSBC icon
348
HSBC
HSBC
$283B
$6.08K ﹤0.01%
100
AOA icon
349
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.81B
$6K ﹤0.01%
72
ISRG icon
350
Intuitive Surgical
ISRG
$190B
$5.98K ﹤0.01%
11