IHWM
Iron Horse Wealth Management Portfolio holdings
AUM
$339M
1-Year Return
10.59%
This Quarter Return
-2.03%
1 Year Return
+10.59%
3 Year Return
+29.11%
5 Year Return
–
10 Year Return
–
AUM
$298M
AUM Growth
+$5.44M
(+1.9%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
4.08%
Top 10 Holdings %
Top 10 Hldgs %
73.12%
Holding
528
New
20
Increased
109
Reduced
44
Closed
16
Top Buys
Top Sells
| 1 |
Levi Strauss
LEVI
|
$98.1K |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$84.3K |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$46.2K |
| 4 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$45.3K |
| 5 |
Simplify Volatility Premium ETF
SVOL
|
$41.6K |
Sector Composition
| 1 | Financials | 1.44% |
| 2 | Technology | 1.03% |
| 3 | Industrials | 0.76% |
| 4 | Healthcare | 0.61% |
| 5 | Consumer Staples | 0.49% |
