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
326
$2.08K ﹤0.01%
+17
327
$2.08K ﹤0.01%
3
328
$2.07K ﹤0.01%
9
329
$2.07K ﹤0.01%
8
330
$2.06K ﹤0.01%
+18
331
$2.06K ﹤0.01%
50
332
$2.05K ﹤0.01%
+32
333
$1.98K ﹤0.01%
7
334
$1.98K ﹤0.01%
10
335
$1.98K ﹤0.01%
250
336
$1.97K ﹤0.01%
+10
337
$1.94K ﹤0.01%
3
338
$1.93K ﹤0.01%
8
339
$1.89K ﹤0.01%
+35
340
$1.85K ﹤0.01%
+55
341
$1.83K ﹤0.01%
+37
342
$1.82K ﹤0.01%
+15
343
$1.82K ﹤0.01%
+40
344
$1.8K ﹤0.01%
17
345
$1.75K ﹤0.01%
4
346
$1.73K ﹤0.01%
+105
347
$1.73K ﹤0.01%
+71
348
$1.72K ﹤0.01%
19
349
$1.72K ﹤0.01%
+64
350
$1.72K ﹤0.01%
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