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
$312M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.57%
2 Technology 0.78%
3 Industrials 0.75%
4 Healthcare 0.69%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ETN icon
326
Eaton
ETN
$131B
$6.25K ﹤0.01%
+23
FSV icon
327
FirstService
FSV
$7.08B
$6.14K ﹤0.01%
37
INTU icon
328
Intuit
INTU
$187B
$6.14K ﹤0.01%
+10
PPL icon
329
PPL Corp
PPL
$25B
$6.1K ﹤0.01%
169
+113
LH icon
330
Labcorp
LH
$21.4B
$6.05K ﹤0.01%
26
DUK icon
331
Duke Energy
DUK
$90.6B
$5.98K ﹤0.01%
+49
GAL icon
332
State Street Global Allocation ETF
GAL
$273M
$5.96K ﹤0.01%
+133
EQR icon
333
Equity Residential
EQR
$23.2B
$5.94K ﹤0.01%
+83
B
334
Barrick Mining
B
$69.3B
$5.83K ﹤0.01%
+300
AMAT icon
335
Applied Materials
AMAT
$214B
$5.8K ﹤0.01%
40
+35
INTC icon
336
Intel
INTC
$198B
$5.79K ﹤0.01%
255
-88
VSS icon
337
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.73B
$5.78K ﹤0.01%
50
HSBC icon
338
HSBC
HSBC
$244B
$5.74K ﹤0.01%
100
C icon
339
Citigroup
C
$195B
$5.68K ﹤0.01%
80
NVO icon
340
Novo Nordisk
NVO
$213B
$5.55K ﹤0.01%
80
+10
AOA icon
341
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.72B
$5.51K ﹤0.01%
72
TDY icon
342
Teledyne Technologies
TDY
$24.5B
$5.47K ﹤0.01%
+11
VPU icon
343
Vanguard Utilities ETF
VPU
$7.8B
$5.47K ﹤0.01%
32
CM icon
344
Canadian Imperial Bank of Commerce
CM
$84.5B
$5.46K ﹤0.01%
+97
ISRG icon
345
Intuitive Surgical
ISRG
$204B
$5.45K ﹤0.01%
+11
BTI icon
346
British American Tobacco
BTI
$124B
$5.42K ﹤0.01%
131
FIS icon
347
Fidelity National Information Services
FIS
$34.5B
$5.38K ﹤0.01%
+72
DGRO icon
348
iShares Core Dividend Growth ETF
DGRO
$35.5B
$5.38K ﹤0.01%
87
CCC
349
CCC Intelligent Solutions
CCC
$4.75B
$5.31K ﹤0.01%
588
SOXX icon
350
iShares Semiconductor ETF
SOXX
$17.4B
$5.27K ﹤0.01%
+28