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
RELX icon
426
RELX
RELX
$73.3B
$2.77K ﹤0.01%
55
WBD icon
427
Warner Bros
WBD
$64.6B
$2.76K ﹤0.01%
257
+163
SITM icon
428
SiTime
SITM
$9.19B
$2.75K ﹤0.01%
18
EIPI
429
FT Energy Income Partners Enhanced Income ETF
EIPI
$961M
$2.74K ﹤0.01%
135
GS icon
430
Goldman Sachs
GS
$256B
$2.73K ﹤0.01%
+5
EMHY icon
431
iShares JPMorgan EM High Yield Bond ETF
EMHY
$523M
$2.68K ﹤0.01%
70
BIDU icon
432
Baidu
BIDU
$43.2B
$2.67K ﹤0.01%
29
HAL icon
433
Halliburton
HAL
$23.9B
$2.59K ﹤0.01%
102
FOXA icon
434
Fox Class A
FOXA
$30.4B
$2.49K ﹤0.01%
44
TECK icon
435
Teck Resources
TECK
$22B
$2.44K ﹤0.01%
+67
MAR icon
436
Marriott International
MAR
$78.5B
$2.44K ﹤0.01%
10
PLNT icon
437
Planet Fitness
PLNT
$9.22B
$2.42K ﹤0.01%
25
SONY icon
438
Sony
SONY
$167B
$2.41K ﹤0.01%
95
EQT icon
439
EQT Corp
EQT
$37.9B
$2.4K ﹤0.01%
45
JFLI
440
JPMorgan Flexible Income ETF
JFLI
$33.5M
$2.38K ﹤0.01%
+50
NSC icon
441
Norfolk Southern
NSC
$66B
$2.37K ﹤0.01%
10
PZA icon
442
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.3B
$2.35K ﹤0.01%
102
MUSA icon
443
Murphy USA
MUSA
$7.36B
$2.35K ﹤0.01%
5
MUB icon
444
iShares National Muni Bond ETF
MUB
$41.5B
$2.32K ﹤0.01%
22
CNP icon
445
CenterPoint Energy
CNP
$25.1B
$2.32K ﹤0.01%
64
TRP icon
446
TC Energy
TRP
$56.8B
$2.31K ﹤0.01%
49
RIVN icon
447
Rivian
RIVN
$22B
$2.3K ﹤0.01%
+185
TRMB icon
448
Trimble
TRMB
$19.9B
$2.3K ﹤0.01%
35
OC icon
449
Owens Corning
OC
$9.34B
$2.29K ﹤0.01%
+16
EXR icon
450
Extra Space Storage
EXR
$27.5B
$2.23K ﹤0.01%
15