IHWM
Iron Horse Wealth Management Portfolio holdings
AUM
$339M
1-Year Return
10.59%
This Quarter Return
-2.03%
1 Year Return
+10.59%
3 Year Return
+29.11%
5 Year Return
–
10 Year Return
–
AUM
$298M
AUM Growth
+$5.44M
(+1.9%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
4.08%
Top 10 Holdings %
Top 10 Hldgs %
73.12%
Holding
528
New
20
Increased
109
Reduced
44
Closed
16
Top Buys
Top Sells
| 1 |
Levi Strauss
LEVI
|
$98.1K |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$84.3K |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$46.2K |
| 4 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$45.3K |
| 5 |
Simplify Volatility Premium ETF
SVOL
|
$41.6K |
Sector Composition
| 1 | Financials | 1.44% |
| 2 | Technology | 1.03% |
| 3 | Industrials | 0.76% |
| 4 | Healthcare | 0.61% |
| 5 | Consumer Staples | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
SiTime
SITM
$6.1B
| $3.86K | ﹤0.01% |
18
| – | – |
|
327
iShares S&P 500 Value ETF
IVE
$41B
| $3.82K | ﹤0.01% |
20
| – | – |
|
328
KLA
KLAC
$119B
| $3.78K | ﹤0.01% |
6
| – | – |
|
329
Equinix
EQIX
$75.7B
| $3.77K | ﹤0.01% |
4
| – | – |
|
330
Unusual Whales Subversive Democratic Trading ETF
NANC
$239M
| $3.7K | ﹤0.01% |
96
+26
| +37% | +$1K |
|
331
Cintas
CTAS
$82.4B
| $3.65K | ﹤0.01% |
20
| – | – |
|
332
Vanguard Total International Stock ETF
VXUS
$102B
| $3.65K | ﹤0.01% |
62
| – | – |
|
333
Paychex
PAYX
$48.7B
| $3.65K | ﹤0.01% |
26
| – | – |
|
334
Brown & Brown
BRO
$31.3B
| $3.57K | ﹤0.01% |
35
| – | – |
|
335
CME Group
CME
$94.4B
| $3.48K | ﹤0.01% |
15
| – | – |
|
336
ASML
ASML
$307B
| $3.47K | ﹤0.01% |
5
| – | – |
|
337
Kroger
KR
$44.8B
| $3.42K | ﹤0.01% |
56
-348
| -86% | -$21.3K |
|
338
Occidental Petroleum
OXY
$45.2B
| $3.39K | ﹤0.01% |
69
+53
| +331% | +$2.61K |
|
339
GE HealthCare
GEHC
$34.6B
| $3.28K | ﹤0.01% |
42
| – | – |
|
340
Schlumberger
SLB
$53.4B
| $3.26K | ﹤0.01% |
85
| – | – |
|
341
Stryker
SYK
$150B
| $3.24K | ﹤0.01% |
9
| – | – |
|
342
Realty Income
O
$54.2B
| $3.21K | ﹤0.01% |
60
+20
| +50% | +$1.07K |
|
343
AutoZone
AZO
$70.6B
| $3.2K | ﹤0.01% |
1
| – | – |
|
344
SiteOne Landscape Supply
SITE
$6.82B
| $3.16K | ﹤0.01% |
24
| – | – |
|
345
Tyson Foods
TSN
$20B
| $3.16K | ﹤0.01% |
55
| – | – |
|
346
Blackrock
BLK
$170B
| $3.08K | ﹤0.01% |
+3
| New | +$3.08K |
|
347
S&P Global
SPGI
$164B
| $2.99K | ﹤0.01% |
6
| – | – |
|
348
Cognizant
CTSH
$35.1B
| $2.92K | ﹤0.01% |
38
| – | – |
|
349
MetLife
MET
$52.9B
| $2.87K | ﹤0.01% |
35
-20
| -36% | -$1.64K |
|
350
J.M. Smucker
SJM
$12B
| $2.86K | ﹤0.01% |
26
+13
| +100% | +$1.43K |
|