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
PAYX icon
351
Paychex
PAYX
$40.8B
$5.96K ﹤0.01%
41
FIS icon
352
Fidelity National Information Services
FIS
$34B
$5.86K ﹤0.01%
72
DUK icon
353
Duke Energy
DUK
$92.2B
$5.78K ﹤0.01%
49
HAUZ icon
354
Xtrackers International Real Estate ETF
HAUZ
$930M
$5.74K ﹤0.01%
251
PPL icon
355
PPL Corp
PPL
$25.8B
$5.73K ﹤0.01%
169
HBI
356
DELISTED
Hanesbrands
HBI
$5.72K ﹤0.01%
1,250
INTC icon
357
Intel
INTC
$209B
$5.71K ﹤0.01%
255
VPU icon
358
Vanguard Utilities ETF
VPU
$7.89B
$5.65K ﹤0.01%
32
TDY icon
359
Teledyne Technologies
TDY
$23.7B
$5.63K ﹤0.01%
11
EQR icon
360
Equity Residential
EQR
$23.6B
$5.6K ﹤0.01%
83
DGRO icon
361
iShares Core Dividend Growth ETF
DGRO
$35.7B
$5.56K ﹤0.01%
87
CCC
362
CCC Intelligent Solutions
CCC
$4.84B
$5.53K ﹤0.01%
588
PANW icon
363
Palo Alto Networks
PANW
$135B
$5.32K ﹤0.01%
26
-4
CSX icon
364
CSX Corp
CSX
$66.9B
$5.29K ﹤0.01%
162
ATLO icon
365
AMES National
ATLO
$195M
$5.18K ﹤0.01%
291
VT icon
366
Vanguard Total World Stock ETF
VT
$57.4B
$5.14K ﹤0.01%
+40
ARKK icon
367
ARK Innovation ETF
ARKK
$7.87B
$5.13K ﹤0.01%
73
J icon
368
Jacobs Solutions
J
$16.5B
$5.13K ﹤0.01%
39
ACHR icon
369
Archer Aviation
ACHR
$6.13B
$5.04K ﹤0.01%
465
CIG icon
370
CEMIG Preferred Shares
CIG
$6.04B
$5.02K ﹤0.01%
2,561
ETSY icon
371
Etsy
ETSY
$5.31B
$5.02K ﹤0.01%
+100
CDW icon
372
CDW
CDW
$18.7B
$5K ﹤0.01%
28
HOLX icon
373
Hologic
HOLX
$16.7B
$4.95K ﹤0.01%
76
VMI icon
374
Valmont Industries
VMI
$8.16B
$4.9K ﹤0.01%
15
VTWO icon
375
Vanguard Russell 2000 ETF
VTWO
$13.6B
$4.88K ﹤0.01%
+56