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
VUG icon
26
Vanguard Growth ETF
VUG
$202B
$641K 0.19%
1,463
+144
XYLD icon
27
Global X S&P 500 Covered Call ETF
XYLD
$3.05B
$583K 0.17%
14,974
-721
MSFT icon
28
Microsoft
MSFT
$3.55T
$544K 0.16%
1,093
+36
CTVA icon
29
Corteva
CTVA
$44.1B
$530K 0.16%
7,117
+6,362
JNJ icon
30
Johnson & Johnson
JNJ
$495B
$519K 0.15%
3,399
+3
LNT icon
31
Alliant Energy
LNT
$17.1B
$447K 0.13%
7,395
META icon
32
Meta Platforms (Facebook)
META
$1.61T
$412K 0.12%
558
+385
IAGG icon
33
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$401K 0.12%
7,852
+532
KO icon
34
Coca-Cola
KO
$305B
$365K 0.11%
5,154
-75
APO icon
35
Apollo Global Management
APO
$78.1B
$353K 0.1%
2,489
+539
UNH icon
36
UnitedHealth
UNH
$308B
$327K 0.1%
1,048
-83
JPM icon
37
JPMorgan Chase
JPM
$850B
$316K 0.09%
1,091
-175
DE icon
38
Deere & Co
DE
$130B
$313K 0.09%
616
SPYD icon
39
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.3B
$301K 0.09%
7,083
-46
PG icon
40
Procter & Gamble
PG
$343B
$299K 0.09%
1,874
VTV icon
41
Vanguard Value ETF
VTV
$154B
$292K 0.09%
1,653
+80
PFG icon
42
Principal Financial Group
PFG
$18.9B
$285K 0.08%
3,589
+120
IBM icon
43
IBM
IBM
$283B
$278K 0.08%
942
IJH icon
44
iShares Core S&P Mid-Cap ETF
IJH
$101B
$269K 0.08%
4,333
IJR icon
45
iShares Core S&P Small-Cap ETF
IJR
$89B
$258K 0.08%
2,358
VNQ icon
46
Vanguard Real Estate ETF
VNQ
$34.1B
$257K 0.08%
2,891
+25
XOM icon
47
Exxon Mobil
XOM
$497B
$257K 0.08%
2,387
+9
VTI icon
48
Vanguard Total Stock Market ETF
VTI
$565B
$257K 0.08%
845
SBUX icon
49
Starbucks
SBUX
$99.1B
$250K 0.07%
2,728
+74
WRB icon
50
W.R. Berkley
WRB
$27.2B
$244K 0.07%
3,327
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