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
UNH icon
26
UnitedHealth
UNH
$300B
$592K 0.19%
1,131
-6
JNJ icon
27
Johnson & Johnson
JNJ
$487B
$563K 0.18%
3,396
+100
IVV icon
28
iShares Core S&P 500 ETF
IVV
$735B
$562K 0.18%
1,001
+11
VUG icon
29
Vanguard Growth ETF
VUG
$203B
$489K 0.16%
1,319
-60
LNT icon
30
Alliant Energy
LNT
$16.8B
$476K 0.15%
7,395
MSFT icon
31
Microsoft
MSFT
$3.59T
$397K 0.13%
1,057
-231
KO icon
32
Coca-Cola
KO
$301B
$375K 0.12%
5,229
+528
IAGG icon
33
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$366K 0.12%
7,320
+301
PG icon
34
Procter & Gamble
PG
$335B
$319K 0.1%
1,874
+90
SPYD icon
35
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.27B
$316K 0.1%
7,129
-23
JPM icon
36
JPMorgan Chase
JPM
$858B
$310K 0.1%
1,266
+101
PFG icon
37
Principal Financial Group
PFG
$19.2B
$293K 0.09%
3,469
-45
DE icon
38
Deere & Co
DE
$128B
$289K 0.09%
616
-20
XOM icon
39
Exxon Mobil
XOM
$491B
$283K 0.09%
2,378
+32
VTV icon
40
Vanguard Value ETF
VTV
$153B
$272K 0.09%
1,573
-35
APO icon
41
Apollo Global Management
APO
$80.2B
$267K 0.09%
1,950
+305
SBUX icon
42
Starbucks
SBUX
$96.8B
$260K 0.08%
2,654
+32
VNQ icon
43
Vanguard Real Estate ETF
VNQ
$33.9B
$259K 0.08%
2,866
-49
IJH icon
44
iShares Core S&P Mid-Cap ETF
IJH
$102B
$253K 0.08%
4,333
-123
FNF icon
45
Fidelity National Financial
FNF
$15.8B
$249K 0.08%
3,820
-56
IJR icon
46
iShares Core S&P Small-Cap ETF
IJR
$88.7B
$247K 0.08%
2,358
+58
WRB icon
47
W.R. Berkley
WRB
$25.4B
$237K 0.08%
3,327
IBM icon
48
IBM
IBM
$288B
$234K 0.08%
942
+2
VTI icon
49
Vanguard Total Stock Market ETF
VTI
$567B
$232K 0.07%
845
MA icon
50
Mastercard
MA
$490B
$229K 0.07%
418
+14
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