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
401
$974 ﹤0.01%
+36
402
$937 ﹤0.01%
34
403
$917 ﹤0.01%
+8
404
$911 ﹤0.01%
+12
405
$893 ﹤0.01%
17
406
$891 ﹤0.01%
+14
407
$888 ﹤0.01%
+10
408
$885 ﹤0.01%
+7
409
$880 ﹤0.01%
+2
410
$851 ﹤0.01%
+12
411
$850 ﹤0.01%
8
-1
412
$846 ﹤0.01%
+8
413
$837 ﹤0.01%
+32
414
$822 ﹤0.01%
120
415
$793 ﹤0.01%
73
-23
416
$791 ﹤0.01%
+15
417
$779 ﹤0.01%
294
418
$777 ﹤0.01%
+10
419
$745 ﹤0.01%
+10
420
$743 ﹤0.01%
+26
421
$724 ﹤0.01%
25
422
$692 ﹤0.01%
+5
423
$690 ﹤0.01%
+330
424
$685 ﹤0.01%
+47
425
$664 ﹤0.01%
+12
15 16
17
18 19