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
AMT icon
376
American Tower
AMT
$87.9B
$4.35K ﹤0.01%
+20
MFC icon
377
Manulife Financial
MFC
$56.5B
$4.33K ﹤0.01%
139
IWD icon
378
iShares Russell 1000 Value ETF
IWD
$68.4B
$4.33K ﹤0.01%
23
CARR icon
379
Carrier Global
CARR
$48.8B
$4.31K ﹤0.01%
68
+8
ORLY icon
380
O'Reilly Automotive
ORLY
$79.6B
$4.3K ﹤0.01%
+45
VMI icon
381
Valmont Industries
VMI
$8.28B
$4.28K ﹤0.01%
15
VTRS icon
382
Viatris
VTRS
$16.3B
$4.24K ﹤0.01%
+487
CMG icon
383
Chipotle Mexican Grill
CMG
$46.1B
$4.22K ﹤0.01%
+84
TDG icon
384
TransDigm Group
TDG
$73.1B
$4.15K ﹤0.01%
+3
K
385
DELISTED
Kellanova
K
$4.13K ﹤0.01%
50
AZN icon
386
AstraZeneca
AZN
$301B
$4.12K ﹤0.01%
56
-97
SRLN icon
387
State Street Blackstone Senior Loan ETF
SRLN
$5.52B
$4.11K ﹤0.01%
+100
KLAC icon
388
KLA
KLAC
$176B
$4.08K ﹤0.01%
6
CWAN icon
389
Clearwater Analytics
CWAN
$6.9B
$3.99K ﹤0.01%
149
TRI icon
390
Thomson Reuters
TRI
$49.6B
$3.97K ﹤0.01%
23
+6
MGM icon
391
MGM Resorts International
MGM
$9.1B
$3.97K ﹤0.01%
+134
PFF icon
392
iShares Preferred and Income Securities ETF
PFF
$14B
$3.9K ﹤0.01%
127
+118
STZ icon
393
Constellation Brands
STZ
$25.4B
$3.85K ﹤0.01%
+21
VXUS icon
394
Vanguard Total International Stock ETF
VXUS
$130B
$3.85K ﹤0.01%
62
IVE icon
395
iShares S&P 500 Value ETF
IVE
$49.2B
$3.81K ﹤0.01%
20
KDP icon
396
Keurig Dr Pepper
KDP
$38.4B
$3.8K ﹤0.01%
+111
WK icon
397
Workiva
WK
$3.69B
$3.8K ﹤0.01%
50
KR icon
398
Kroger
KR
$46.9B
$3.79K ﹤0.01%
56
SLB icon
399
SLB Ltd
SLB
$70.1B
$3.55K ﹤0.01%
85
MTBA icon
400
Simplify MBS ETF
MTBA
$1.7B
$3.51K ﹤0.01%
+70