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
426
$641 ﹤0.01%
+22
427
$636 ﹤0.01%
61
+38
428
$629 ﹤0.01%
+22
429
$610 ﹤0.01%
9
430
$584 ﹤0.01%
+38
431
$575 ﹤0.01%
+15
432
$548 ﹤0.01%
7
433
$547 ﹤0.01%
11
434
$534 ﹤0.01%
9
435
$525 ﹤0.01%
9
436
$493 ﹤0.01%
+5
437
$477 ﹤0.01%
+8
438
$462 ﹤0.01%
83
439
$426 ﹤0.01%
300
440
$423 ﹤0.01%
48
441
$421 ﹤0.01%
100
442
$416 ﹤0.01%
5
443
$376 ﹤0.01%
15
444
$371 ﹤0.01%
+11
445
$348 ﹤0.01%
6
446
$315 ﹤0.01%
+5
447
$292 ﹤0.01%
+4
448
$256 ﹤0.01%
32
+17
449
$245 ﹤0.01%
8
450
$238 ﹤0.01%
5
16 17
18
19 20