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
AMLP icon
451
Alerian MLP ETF
AMLP
$10.6B
$2.54K ﹤0.01%
52
-411
DSL
452
DoubleLine Income Solutions Fund
DSL
$1.3B
$2.53K ﹤0.01%
+207
BIDU icon
453
Baidu
BIDU
$40.3B
$2.49K ﹤0.01%
29
SONY icon
454
Sony
SONY
$170B
$2.47K ﹤0.01%
95
FOXA icon
455
Fox Class A
FOXA
$29.5B
$2.47K ﹤0.01%
44
TMO icon
456
Thermo Fisher Scientific
TMO
$218B
$2.43K ﹤0.01%
6
TRP icon
457
TC Energy
TRP
$55.9B
$2.39K ﹤0.01%
49
CNP icon
458
CenterPoint Energy
CNP
$25.1B
$2.35K ﹤0.01%
64
SPMD icon
459
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.8B
$2.28K ﹤0.01%
42
EFAV icon
460
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.18B
$2.27K ﹤0.01%
27
+12
RH icon
461
RH
RH
$3.04B
$2.27K ﹤0.01%
12
UL icon
462
Unilever
UL
$146B
$2.26K ﹤0.01%
37
DUHP icon
463
Dimensional US High Profitability ETF
DUHP
$10.2B
$2.24K ﹤0.01%
63
VNQI icon
464
Vanguard Global ex-US Real Estate ETF
VNQI
$3.58B
$2.21K ﹤0.01%
48
+9
EXR icon
465
Extra Space Storage
EXR
$28.1B
$2.21K ﹤0.01%
15
OC icon
466
Owens Corning
OC
$9.38B
$2.2K ﹤0.01%
16
HBAN icon
467
Huntington Bancshares
HBAN
$26.8B
$2.18K ﹤0.01%
130
CCL icon
468
Carnival Corp
CCL
$34.2B
$2.17K ﹤0.01%
77
-20
CGGO icon
469
Capital Group Global Growth Equity ETF
CGGO
$7.91B
$2.14K ﹤0.01%
+67
HAL icon
470
Halliburton
HAL
$23.1B
$2.08K ﹤0.01%
102
DFUV icon
471
Dimensional US Marketwide Value ETF
DFUV
$12.7B
$2.07K ﹤0.01%
49
NAK
472
Northern Dynasty Minerals
NAK
$1.07B
$2.06K ﹤0.01%
+1,539
MUSA icon
473
Murphy USA
MUSA
$7.31B
$2.03K ﹤0.01%
5
MKL icon
474
Markel Group
MKL
$25.9B
$2K ﹤0.01%
1
SILA
475
Sila Realty Trust
SILA
$1.31B
$1.94K ﹤0.01%
82