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
351
$1.71K ﹤0.01%
+5
352
$1.71K ﹤0.01%
42
353
$1.7K ﹤0.01%
+29
354
$1.69K ﹤0.01%
+49
355
$1.68K ﹤0.01%
50
356
$1.66K ﹤0.01%
11
357
$1.64K ﹤0.01%
18
358
$1.64K ﹤0.01%
4
359
$1.6K ﹤0.01%
13
360
$1.59K ﹤0.01%
+9
361
$1.54K ﹤0.01%
300
362
$1.45K ﹤0.01%
25
363
$1.45K ﹤0.01%
+26
364
$1.43K ﹤0.01%
+4
365
$1.43K ﹤0.01%
25
366
$1.39K ﹤0.01%
32
367
$1.39K ﹤0.01%
+52
368
$1.38K ﹤0.01%
47
369
$1.38K ﹤0.01%
+21
370
$1.37K ﹤0.01%
+44
371
$1.37K ﹤0.01%
+24
372
$1.35K ﹤0.01%
130
373
$1.32K ﹤0.01%
+12
374
$1.32K ﹤0.01%
56
+31
375
$1.27K ﹤0.01%
+20
13 14
15
16 17