IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Fund
S&P 500
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
$31.7B
$5.21K ﹤0.01%
92
OXY icon
352
Occidental Petroleum
OXY
$56.2B
$5.12K ﹤0.01%
104
+35
PANW icon
353
Palo Alto Networks
PANW
$142B
$5.12K ﹤0.01%
+30
HAUZ icon
354
Xtrackers International Real Estate ETF
HAUZ
$1.05B
$5.1K ﹤0.01%
251
ATLO icon
355
AMES National
ATLO
$250M
$5.1K ﹤0.01%
291
IGIB icon
356
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.8B
$5.04K ﹤0.01%
+96
TSN icon
357
Tyson Foods
TSN
$22.4B
$5.04K ﹤0.01%
79
+24
HSY icon
358
Hershey
HSY
$39B
$4.96K ﹤0.01%
+29
HYD icon
359
VanEck High Yield Muni ETF
HYD
$4.12B
$4.86K ﹤0.01%
95
VICI icon
360
VICI Properties
VICI
$30.4B
$4.86K ﹤0.01%
149
ATI icon
361
ATI
ATI
$20.9B
$4.79K ﹤0.01%
+92
CSX icon
362
CSX Corp
CSX
$85.4B
$4.77K ﹤0.01%
+162
HUM icon
363
Humana
HUM
$25.6B
$4.76K ﹤0.01%
+18
RUM icon
364
Rumble
RUM
$1.4B
$4.74K ﹤0.01%
670
+185
J icon
365
Jacobs Solutions
J
$14.9B
$4.71K ﹤0.01%
+39
HOLX
366
DELISTED
Hologic
HOLX
$4.7K ﹤0.01%
+76
RWO icon
367
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.23B
$4.63K ﹤0.01%
106
-15
UTHR icon
368
United Therapeutics
UTHR
$24.8B
$4.62K ﹤0.01%
15
CNQ icon
369
Canadian Natural Resources
CNQ
$92.7B
$4.62K ﹤0.01%
150
RSG icon
370
Republic Services
RSG
$64.9B
$4.6K ﹤0.01%
+19
EBND icon
371
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.33B
$4.58K ﹤0.01%
228
PCH
372
DELISTED
PotlatchDeltic
PCH
$4.51K ﹤0.01%
100
CIG icon
373
CEMIG Preferred Shares
CIG
$7.44B
$4.51K ﹤0.01%
+2,561
DIAX
374
DELISTED
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$4.51K ﹤0.01%
+311
CDW icon
375
CDW
CDW
$17.2B
$4.49K ﹤0.01%
+28