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
EBND icon
376
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.22B
$4.88K ﹤0.01%
228
VICI icon
377
VICI Properties
VICI
$30.2B
$4.86K ﹤0.01%
149
NVO icon
378
Novo Nordisk
NVO
$211B
$4.83K ﹤0.01%
70
-10
CNQ icon
379
Canadian Natural Resources
CNQ
$71.1B
$4.71K ﹤0.01%
150
RSG icon
380
Republic Services
RSG
$66.7B
$4.69K ﹤0.01%
19
RWO icon
381
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
$4.68K ﹤0.01%
106
VTRS icon
382
Viatris
VTRS
$12.5B
$4.62K ﹤0.01%
517
+30
MGM icon
383
MGM Resorts International
MGM
$9.72B
$4.61K ﹤0.01%
134
TDG icon
384
TransDigm Group
TDG
$75.3B
$4.56K ﹤0.01%
3
CPRT icon
385
Copart
CPRT
$37.6B
$4.51K ﹤0.01%
92
IWD icon
386
iShares Russell 1000 Value ETF
IWD
$68.2B
$4.47K ﹤0.01%
23
DIAX icon
387
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$550M
$4.46K ﹤0.01%
311
MFC icon
388
Manulife Financial
MFC
$59.1B
$4.44K ﹤0.01%
139
AMT icon
389
American Tower
AMT
$82.5B
$4.42K ﹤0.01%
20
TSN icon
390
Tyson Foods
TSN
$20B
$4.42K ﹤0.01%
79
HUM icon
391
Humana
HUM
$30.9B
$4.4K ﹤0.01%
18
CARR icon
392
Carrier Global
CARR
$46B
$4.39K ﹤0.01%
60
-8
OXY icon
393
Occidental Petroleum
OXY
$41.8B
$4.36K ﹤0.01%
104
UTHR icon
394
United Therapeutics
UTHR
$20.7B
$4.31K ﹤0.01%
15
VXUS icon
395
Vanguard Total International Stock ETF
VXUS
$112B
$4.28K ﹤0.01%
62
PZA icon
396
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.3B
$4.23K ﹤0.01%
189
+87
CMG icon
397
Chipotle Mexican Grill
CMG
$44.9B
$4.1K ﹤0.01%
73
-11
ORLY icon
398
O'Reilly Automotive
ORLY
$83.2B
$4.06K ﹤0.01%
45
NANC icon
399
Unusual Whales Subversive Democratic Trading ETF
NANC
$265M
$4.02K ﹤0.01%
96
KR icon
400
Kroger
KR
$43.9B
$4.02K ﹤0.01%
56