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

Top Buys

1
+$32.9M
2
+$7.82M
3
+$1.4M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.32M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.13M

Top Sells

1
+$8.22M
2
+$7.62M
3
+$7.47M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$6.58M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$2.73M

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
MTUM icon
451
iShares MSCI USA Momentum Factor ETF
MTUM
$20.6B
$2.22K ﹤0.01%
+11
UL icon
452
Unilever
UL
$146B
$2.2K ﹤0.01%
37
SHM icon
453
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
$2.19K ﹤0.01%
46
SILA
454
Sila Realty Trust
SILA
$1.26B
$2.19K ﹤0.01%
82
SPMD icon
455
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.9B
$2.15K ﹤0.01%
42
-4
AXON icon
456
Axon Enterprise
AXON
$43.5B
$2.1K ﹤0.01%
+4
DUHP icon
457
Dimensional US High Profitability ETF
DUHP
$10.2B
$2.09K ﹤0.01%
+63
GLPI icon
458
Gaming and Leisure Properties
GLPI
$11.9B
$2.04K ﹤0.01%
40
DFUV icon
459
Dimensional US Marketwide Value ETF
DFUV
$12.7B
$2.02K ﹤0.01%
+49
TRN icon
460
Trinity Industries
TRN
$2.22B
$1.99K ﹤0.01%
71
DKNG icon
461
DraftKings
DKNG
$16.9B
$1.96K ﹤0.01%
59
HBAN icon
462
Huntington Bancshares
HBAN
$26.6B
$1.95K ﹤0.01%
130
GEHC icon
463
GE HealthCare
GEHC
$38.9B
$1.94K ﹤0.01%
24
-18
REGN icon
464
Regeneron Pharmaceuticals
REGN
$75.5B
$1.9K ﹤0.01%
3
CCL icon
465
Carnival Corp
CCL
$34B
$1.89K ﹤0.01%
97
+20
MKL icon
466
Markel Group
MKL
$25.8B
$1.87K ﹤0.01%
+1
USHY icon
467
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.4B
$1.77K ﹤0.01%
+48
SPYX icon
468
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.49B
$1.73K ﹤0.01%
+38
CC icon
469
Chemours
CC
$1.9B
$1.71K ﹤0.01%
126
AGGY icon
470
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$826M
$1.69K ﹤0.01%
+39
D icon
471
Dominion Energy
D
$49.9B
$1.68K ﹤0.01%
30
-15
BK icon
472
Bank of New York Mellon
BK
$79.5B
$1.68K ﹤0.01%
+20
BNDX icon
473
Vanguard Total International Bond ETF
BNDX
$72.3B
$1.66K ﹤0.01%
+34
POOL icon
474
Pool Corp
POOL
$8.92B
$1.59K ﹤0.01%
+5
WSM icon
475
Williams-Sonoma
WSM
$21.4B
$1.58K ﹤0.01%
10
17 18
19
20 21