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
CPRT icon
351
Copart
CPRT
$37.5B
$5.21K ﹤0.01%
92
OXY icon
352
Occidental Petroleum
OXY
$41.8B
$5.12K ﹤0.01%
104
+35
PANW icon
353
Palo Alto Networks
PANW
$139B
$5.12K ﹤0.01%
+30
HAUZ icon
354
Xtrackers International Real Estate ETF
HAUZ
$923M
$5.1K ﹤0.01%
251
ATLO icon
355
AMES National
ATLO
$196M
$5.1K ﹤0.01%
291
IGIB icon
356
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.8B
$5.04K ﹤0.01%
+96
TSN icon
357
Tyson Foods
TSN
$20.1B
$5.04K ﹤0.01%
79
+24
HSY icon
358
Hershey
HSY
$37B
$4.96K ﹤0.01%
+29
HYD icon
359
VanEck High Yield Muni ETF
HYD
$3.68B
$4.86K ﹤0.01%
95
VICI icon
360
VICI Properties
VICI
$29.6B
$4.86K ﹤0.01%
149
ATI icon
361
ATI
ATI
$13.6B
$4.79K ﹤0.01%
+92
CSX icon
362
CSX Corp
CSX
$67.6B
$4.77K ﹤0.01%
+162
HUM icon
363
Humana
HUM
$31B
$4.76K ﹤0.01%
+18
RUM icon
364
Rumble
RUM
$2.41B
$4.74K ﹤0.01%
670
+185
J icon
365
Jacobs Solutions
J
$16.7B
$4.71K ﹤0.01%
+39
HOLX icon
366
Hologic
HOLX
$16.7B
$4.7K ﹤0.01%
+76
RWO icon
367
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
$4.63K ﹤0.01%
106
-15
UTHR icon
368
United Therapeutics
UTHR
$21.1B
$4.62K ﹤0.01%
15
CNQ icon
369
Canadian Natural Resources
CNQ
$72.2B
$4.62K ﹤0.01%
150
RSG icon
370
Republic Services
RSG
$67B
$4.6K ﹤0.01%
+19
EBND icon
371
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.22B
$4.58K ﹤0.01%
228
PCH icon
372
PotlatchDeltic
PCH
$3.04B
$4.51K ﹤0.01%
100
CIG icon
373
CEMIG Preferred Shares
CIG
$5.78B
$4.51K ﹤0.01%
+2,561
DIAX icon
374
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$554M
$4.51K ﹤0.01%
+311
CDW icon
375
CDW
CDW
$19B
$4.49K ﹤0.01%
+28