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
$339M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$696K
3
+$664K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$589K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$492K

Top Sells

1
+$71.7K
2
+$60.1K
3
+$56.3K
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$49.1K
5
JPM icon
JPMorgan Chase
JPM
+$44.7K

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
$2.28B
$4.88K ﹤0.01%
228
VICI icon
377
VICI Properties
VICI
$31.7B
$4.86K ﹤0.01%
149
NVO icon
378
Novo Nordisk
NVO
$171B
$4.83K ﹤0.01%
70
-10
CNQ icon
379
Canadian Natural Resources
CNQ
$96.5B
$4.71K ﹤0.01%
150
RSG icon
380
Republic Services
RSG
$71.3B
$4.69K ﹤0.01%
19
RWO icon
381
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.2B
$4.68K ﹤0.01%
106
VTRS icon
382
Viatris
VTRS
$16.3B
$4.62K ﹤0.01%
517
+30
MGM icon
383
MGM Resorts International
MGM
$9.1B
$4.61K ﹤0.01%
134
TDG icon
384
TransDigm Group
TDG
$73.1B
$4.56K ﹤0.01%
3
CPRT icon
385
Copart
CPRT
$36.4B
$4.51K ﹤0.01%
92
IWD icon
386
iShares Russell 1000 Value ETF
IWD
$68.4B
$4.47K ﹤0.01%
23
DIAX icon
387
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$548M
$4.46K ﹤0.01%
311
MFC icon
388
Manulife Financial
MFC
$56.5B
$4.44K ﹤0.01%
139
AMT icon
389
American Tower
AMT
$87.9B
$4.42K ﹤0.01%
20
TSN icon
390
Tyson Foods
TSN
$21.6B
$4.42K ﹤0.01%
79
HUM icon
391
Humana
HUM
$21.6B
$4.4K ﹤0.01%
18
CARR icon
392
Carrier Global
CARR
$48.8B
$4.39K ﹤0.01%
60
-8
OXY icon
393
Occidental Petroleum
OXY
$53.4B
$4.36K ﹤0.01%
104
UTHR icon
394
United Therapeutics
UTHR
$21B
$4.31K ﹤0.01%
15
VXUS icon
395
Vanguard Total International Stock ETF
VXUS
$130B
$4.28K ﹤0.01%
62
PZA icon
396
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.7B
$4.23K ﹤0.01%
189
+87
CMG icon
397
Chipotle Mexican Grill
CMG
$46.1B
$4.1K ﹤0.01%
73
-11
ORLY icon
398
O'Reilly Automotive
ORLY
$79.6B
$4.06K ﹤0.01%
45
NANC icon
399
Unusual Whales Subversive Democratic Trading ETF
NANC
$253M
$4.02K ﹤0.01%
96
KR icon
400
Kroger
KR
$46.9B
$4.02K ﹤0.01%
56
14 15
16
17 18