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
26
$352K 0.17%
1,294
+131
27
$350K 0.17%
4,629
-938
28
$349K 0.17%
6,959
-3,654
29
$346K 0.17%
+880
30
$294K 0.14%
2,502
-100
31
$262K 0.13%
3,629
32
$242K 0.12%
4,956
+734
33
$239K 0.12%
6,816
-381
34
$239K 0.12%
633
+63
35
$227K 0.11%
4,054
36
$223K 0.11%
2,910
+25
37
$208K 0.1%
1,505
+115
38
$174K 0.09%
4,116
39
$161K 0.08%
4,782
-190
40
$155K 0.08%
1,697
+19
41
$151K 0.07%
1,034
+46
42
$134K 0.07%
795
43
$132K 0.06%
2,032
-42
44
$127K 0.06%
2,410
-272
45
$122K 0.06%
870
+70
46
$122K 0.06%
486
+2
47
$109K 0.05%
+1,160
48
$107K 0.05%
300
49
$105K 0.05%
490
+84
50
$103K 0.05%
+455
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