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
AMT icon
376
American Tower
AMT
$83.7B
$4.35K ﹤0.01%
+20
MFC icon
377
Manulife Financial
MFC
$59.4B
$4.33K ﹤0.01%
139
IWD icon
378
iShares Russell 1000 Value ETF
IWD
$68.2B
$4.33K ﹤0.01%
23
CARR icon
379
Carrier Global
CARR
$45.7B
$4.31K ﹤0.01%
68
+8
ORLY icon
380
O'Reilly Automotive
ORLY
$83.5B
$4.3K ﹤0.01%
+45
VMI icon
381
Valmont Industries
VMI
$8.17B
$4.28K ﹤0.01%
15
VTRS icon
382
Viatris
VTRS
$12.6B
$4.24K ﹤0.01%
+487
CMG icon
383
Chipotle Mexican Grill
CMG
$44.9B
$4.22K ﹤0.01%
+84
TDG icon
384
TransDigm Group
TDG
$75.9B
$4.15K ﹤0.01%
+3
K icon
385
Kellanova
K
$28.9B
$4.13K ﹤0.01%
50
AZN icon
386
AstraZeneca
AZN
$280B
$4.12K ﹤0.01%
56
-97
SRLN icon
387
State Street Blackstone Senior Loan ETF
SRLN
$6.76B
$4.11K ﹤0.01%
+100
KLAC icon
388
KLA
KLAC
$160B
$4.08K ﹤0.01%
6
CWAN icon
389
Clearwater Analytics
CWAN
$6.35B
$3.99K ﹤0.01%
149
TRI icon
390
Thomson Reuters
TRI
$59.4B
$3.97K ﹤0.01%
23
+6
MGM icon
391
MGM Resorts International
MGM
$9.87B
$3.97K ﹤0.01%
+134
PFF icon
392
iShares Preferred and Income Securities ETF
PFF
$14.2B
$3.9K ﹤0.01%
127
+118
STZ icon
393
Constellation Brands
STZ
$24.8B
$3.85K ﹤0.01%
+21
VXUS icon
394
Vanguard Total International Stock ETF
VXUS
$112B
$3.85K ﹤0.01%
62
IVE icon
395
iShares S&P 500 Value ETF
IVE
$47.3B
$3.81K ﹤0.01%
20
KDP icon
396
Keurig Dr Pepper
KDP
$39B
$3.8K ﹤0.01%
+111
WK icon
397
Workiva
WK
$5.18B
$3.8K ﹤0.01%
50
KR icon
398
Kroger
KR
$41.6B
$3.79K ﹤0.01%
56
SLB icon
399
SLB Ltd
SLB
$57.5B
$3.55K ﹤0.01%
85
MTBA icon
400
Simplify MBS ETF
MTBA
$1.64B
$3.51K ﹤0.01%
+70