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
OGE icon
426
OGE Energy
OGE
$9.12B
$3.06K ﹤0.01%
69
DGX icon
427
Quest Diagnostics
DGX
$20.3B
$3.05K ﹤0.01%
17
IWR icon
428
iShares Russell Mid-Cap ETF
IWR
$45.8B
$3.04K ﹤0.01%
+33
WEC icon
429
WEC Energy
WEC
$34.9B
$3.02K ﹤0.01%
29
RELX icon
430
RELX
RELX
$73.1B
$2.99K ﹤0.01%
55
SCZ icon
431
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.4B
$2.98K ﹤0.01%
+41
DKNG icon
432
DraftKings
DKNG
$17.2B
$2.96K ﹤0.01%
69
+10
SITE icon
433
SiteOne Landscape Supply
SITE
$5.97B
$2.9K ﹤0.01%
24
BSTZ icon
434
BlackRock Science and Technology Term Trust
BSTZ
$1.53B
$2.88K ﹤0.01%
+139
SLB icon
435
SLB Ltd
SLB
$56.1B
$2.87K ﹤0.01%
85
MET icon
436
MetLife
MET
$51.1B
$2.81K ﹤0.01%
35
HTGC icon
437
Hercules Capital
HTGC
$3.41B
$2.8K ﹤0.01%
153
+3
MAR icon
438
Marriott International
MAR
$82.3B
$2.8K ﹤0.01%
10
ABR icon
439
Arbor Realty Trust
ABR
$1.78B
$2.76K ﹤0.01%
258
+8
EMHY icon
440
iShares JPMorgan EM High Yield Bond ETF
EMHY
$524M
$2.73K ﹤0.01%
70
PLNT icon
441
Planet Fitness
PLNT
$9B
$2.73K ﹤0.01%
25
TECK icon
442
Teck Resources
TECK
$21.7B
$2.71K ﹤0.01%
67
OTIS icon
443
Otis Worldwide
OTIS
$33.9B
$2.67K ﹤0.01%
27
TRMB icon
444
Trimble
TRMB
$19.6B
$2.66K ﹤0.01%
35
MTUM icon
445
iShares MSCI USA Momentum Factor ETF
MTUM
$20.4B
$2.64K ﹤0.01%
11
RBLX icon
446
Roblox
RBLX
$64.6B
$2.63K ﹤0.01%
25
EQT icon
447
EQT Corp
EQT
$38.2B
$2.62K ﹤0.01%
45
NSC icon
448
Norfolk Southern
NSC
$66B
$2.56K ﹤0.01%
10
SJM icon
449
J.M. Smucker
SJM
$10.7B
$2.55K ﹤0.01%
26
RIVN icon
450
Rivian
RIVN
$21.5B
$2.54K ﹤0.01%
185