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
LPX icon
401
Louisiana-Pacific
LPX
$5.86B
$3.5K ﹤0.01%
38
ARKK icon
402
ARK Innovation ETF
ARKK
$7.99B
$3.47K ﹤0.01%
73
NANC icon
403
Unusual Whales Subversive Democratic Trading ETF
NANC
$266M
$3.45K ﹤0.01%
96
ACHR icon
404
Archer Aviation
ACHR
$6.31B
$3.31K ﹤0.01%
465
AAL icon
405
American Airlines Group
AAL
$9.78B
$3.28K ﹤0.01%
311
EQIX icon
406
Equinix
EQIX
$72.8B
$3.26K ﹤0.01%
4
NVS icon
407
Novartis
NVS
$254B
$3.23K ﹤0.01%
29
NAIL icon
408
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$645M
$3.17K ﹤0.01%
+51
OGE icon
409
OGE Energy
OGE
$8.94B
$3.17K ﹤0.01%
69
DFAC icon
410
Dimensional US Core Equity 2 ETF
DFAC
$39.9B
$3.17K ﹤0.01%
96
+95
WEC icon
411
WEC Energy
WEC
$34.4B
$3.16K ﹤0.01%
+29
BR icon
412
Broadridge
BR
$27.1B
$3.15K ﹤0.01%
13
-14
AGG icon
413
iShares Core US Aggregate Bond ETF
AGG
$134B
$3.13K ﹤0.01%
32
+29
SJM icon
414
J.M. Smucker
SJM
$10.7B
$3.08K ﹤0.01%
26
SPGI icon
415
S&P Global
SPGI
$151B
$3.05K ﹤0.01%
6
TMO icon
416
Thermo Fisher Scientific
TMO
$215B
$2.99K ﹤0.01%
6
-2
ABR icon
417
Arbor Realty Trust
ABR
$1.73B
$2.94K ﹤0.01%
+250
IDV icon
418
iShares International Select Dividend ETF
IDV
$6.43B
$2.93K ﹤0.01%
94
+78
SITE icon
419
SiteOne Landscape Supply
SITE
$5.85B
$2.92K ﹤0.01%
24
HTGC icon
420
Hercules Capital
HTGC
$3.45B
$2.88K ﹤0.01%
+150
DGX icon
421
Quest Diagnostics
DGX
$20.3B
$2.88K ﹤0.01%
+17
DELL icon
422
Dell
DELL
$93.1B
$2.83K ﹤0.01%
+31
RH icon
423
RH
RH
$3.02B
$2.81K ﹤0.01%
12
MET icon
424
MetLife
MET
$51.8B
$2.81K ﹤0.01%
35
OTIS icon
425
Otis Worldwide
OTIS
$33.7B
$2.79K ﹤0.01%
27