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
K icon
401
Kellanova
K
$28.9B
$3.98K ﹤0.01%
50
AZN icon
402
AstraZeneca
AZN
$282B
$3.91K ﹤0.01%
56
LRCX icon
403
Lam Research
LRCX
$201B
$3.89K ﹤0.01%
+40
PCH icon
404
PotlatchDeltic
PCH
$3B
$3.84K ﹤0.01%
100
SITM icon
405
SiTime
SITM
$9.04B
$3.83K ﹤0.01%
18
DELL icon
406
Dell
DELL
$89.6B
$3.8K ﹤0.01%
31
CGMU icon
407
Capital Group Municipal Income ETF
CGMU
$4.53B
$3.79K ﹤0.01%
+142
KDP icon
408
Keurig Dr Pepper
KDP
$38.5B
$3.67K ﹤0.01%
111
GS icon
409
Goldman Sachs
GS
$251B
$3.54K ﹤0.01%
5
NVS icon
410
Novartis
NVS
$257B
$3.51K ﹤0.01%
29
AAL icon
411
American Airlines Group
AAL
$9.61B
$3.49K ﹤0.01%
311
SHM icon
412
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
$3.44K ﹤0.01%
72
+26
DFAC icon
413
Dimensional US Core Equity 2 ETF
DFAC
$39.8B
$3.44K ﹤0.01%
96
WK icon
414
Workiva
WK
$5.17B
$3.42K ﹤0.01%
50
TRI icon
415
Thomson Reuters
TRI
$59.7B
$3.42K ﹤0.01%
17
-6
STZ icon
416
Constellation Brands
STZ
$24B
$3.42K ﹤0.01%
21
CGGR icon
417
Capital Group Growth ETF
CGGR
$18.4B
$3.42K ﹤0.01%
+84
MUB icon
418
iShares National Muni Bond ETF
MUB
$41.4B
$3.34K ﹤0.01%
32
+10
AXON icon
419
Axon Enterprise
AXON
$42.9B
$3.31K ﹤0.01%
4
CWAN icon
420
Clearwater Analytics
CWAN
$6.23B
$3.27K ﹤0.01%
149
LPX icon
421
Louisiana-Pacific
LPX
$5.76B
$3.27K ﹤0.01%
38
EQIX icon
422
Equinix
EQIX
$71.9B
$3.18K ﹤0.01%
4
VRSN icon
423
VeriSign
VRSN
$23.2B
$3.18K ﹤0.01%
+11
SPGI icon
424
S&P Global
SPGI
$151B
$3.16K ﹤0.01%
6
BR icon
425
Broadridge
BR
$26.9B
$3.16K ﹤0.01%
13