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
376
$1.25K ﹤0.01%
+17
377
$1.24K ﹤0.01%
+67
378
$1.24K ﹤0.01%
+12
379
$1.23K ﹤0.01%
242
+145
380
$1.23K ﹤0.01%
25
381
$1.23K ﹤0.01%
+131
382
$1.23K ﹤0.01%
+18
383
$1.2K ﹤0.01%
20
384
$1.15K ﹤0.01%
+11
385
$1.12K ﹤0.01%
+9
386
$1.11K ﹤0.01%
+10
387
$1.09K ﹤0.01%
+7
388
$1.07K ﹤0.01%
20
389
$1.07K ﹤0.01%
+24
390
$1.07K ﹤0.01%
+88
391
$1.06K ﹤0.01%
+20
392
$1.06K ﹤0.01%
8
+2
393
$1.06K ﹤0.01%
77
394
$1.05K ﹤0.01%
109
395
$1.05K ﹤0.01%
+26
396
$1.01K ﹤0.01%
+8
397
$1.01K ﹤0.01%
+189
398
$1K ﹤0.01%
15
399
$986 ﹤0.01%
+6
400
$978 ﹤0.01%
+15
14 15
16
17 18