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
451
$238 ﹤0.01%
2
452
$231 ﹤0.01%
2
453
$231 ﹤0.01%
3
454
$224 ﹤0.01%
13
455
$223 ﹤0.01%
5
456
$204 ﹤0.01%
2
457
$203 ﹤0.01%
9
458
$167 ﹤0.01%
22
+20
459
$145 ﹤0.01%
8
-16
460
$142 ﹤0.01%
4
461
$140 ﹤0.01%
+2
462
$129 ﹤0.01%
13
463
$94 ﹤0.01%
12
464
$77 ﹤0.01%
5
465
$74 ﹤0.01%
2
466
$71 ﹤0.01%
+1
467
$64 ﹤0.01%
3
-12
468
$49 ﹤0.01%
1
469
$45 ﹤0.01%
5
470
$33 ﹤0.01%
1
471
$32 ﹤0.01%
4
472
$16 ﹤0.01%
3
+2
473
$13 ﹤0.01%
4
474
$12 ﹤0.01%
1
475
$9 ﹤0.01%
1
16 17 18
19
20