IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Fund
S&P 500
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 +$1.86M
2 +$696K
3 +$664K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$589K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$492K

Top Sells

1 +$71.7K
2 +$60.1K
3 +$56.3K
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$49.1K
5
JPM icon
JPMorgan Chase
JPM
+$44.7K

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
$12B
$2.54K ﹤0.01%
52
-411
DSL
452
DoubleLine Income Solutions Fund
DSL
$1.29B
$2.53K ﹤0.01%
+207
BIDU icon
453
Baidu
BIDU
$40.5B
$2.49K ﹤0.01%
29
SONY icon
454
Sony
SONY
$127B
$2.47K ﹤0.01%
95
FOXA icon
455
Fox Class A
FOXA
$25B
$2.47K ﹤0.01%
44
TMO icon
456
Thermo Fisher Scientific
TMO
$195B
$2.43K ﹤0.01%
6
TRP icon
457
TC Energy
TRP
$66.4B
$2.39K ﹤0.01%
49
CNP icon
458
CenterPoint Energy
CNP
$28.3B
$2.35K ﹤0.01%
64
SPMD icon
459
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.2B
$2.28K ﹤0.01%
42
EFAV icon
460
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
$2.27K ﹤0.01%
27
+12
RH icon
461
RH
RH
$2.85B
$2.27K ﹤0.01%
12
UL icon
462
Unilever
UL
$147B
$2.26K ﹤0.01%
33
DUHP icon
463
Dimensional US High Profitability ETF
DUHP
$10.9B
$2.24K ﹤0.01%
63
VNQI icon
464
Vanguard Global ex-US Real Estate ETF
VNQI
$3.56B
$2.21K ﹤0.01%
48
+9
EXR icon
465
Extra Space Storage
EXR
$31.1B
$2.21K ﹤0.01%
15
OC icon
466
Owens Corning
OC
$8.96B
$2.2K ﹤0.01%
16
HBAN icon
467
Huntington Bancshares
HBAN
$33.9B
$2.18K ﹤0.01%
130
CCL icon
468
Carnival Corp
CCL
$37.6B
$2.17K ﹤0.01%
77
-20
CGGO icon
469
Capital Group Global Growth Equity ETF
CGGO
$9.03B
$2.14K ﹤0.01%
+67
HAL icon
470
Halliburton
HAL
$28.6B
$2.08K ﹤0.01%
102
DFUV icon
471
Dimensional US Marketwide Value ETF
DFUV
$13.6B
$2.07K ﹤0.01%
49
NAK
472
Northern Dynasty Minerals
NAK
$729M
$2.06K ﹤0.01%
+1,539
MUSA icon
473
Murphy USA
MUSA
$7.75B
$2.03K ﹤0.01%
5
MKL icon
474
Markel Group
MKL
$25.5B
$2K ﹤0.01%
1
SILA
475
Sila Realty Trust
SILA
$1.38B
$1.94K ﹤0.01%
82