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
SPYX icon
476
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.48B
$1.94K ﹤0.01%
38
SBS icon
477
Sabesp
SBS
$18.2B
$1.93K ﹤0.01%
88
TRN icon
478
Trinity Industries
TRN
$2.18B
$1.92K ﹤0.01%
71
GLPI icon
479
Gaming and Leisure Properties
GLPI
$12.4B
$1.87K ﹤0.01%
40
GEHC icon
480
GE HealthCare
GEHC
$38.1B
$1.78K ﹤0.01%
24
HPQ icon
481
HP
HPQ
$23.5B
$1.76K ﹤0.01%
72
-1,333
NXPI icon
482
NXP Semiconductors
NXPI
$57.3B
$1.75K ﹤0.01%
8
D icon
483
Dominion Energy
D
$51.3B
$1.7K ﹤0.01%
30
BINC icon
484
BlackRock Flexible Income ETF
BINC
$14.3B
$1.69K ﹤0.01%
+32
ADM icon
485
Archer Daniels Midland
ADM
$28.7B
$1.69K ﹤0.01%
32
PLTR icon
486
Palantir
PLTR
$420B
$1.64K ﹤0.01%
+12
WSM icon
487
Williams-Sonoma
WSM
$21.3B
$1.63K ﹤0.01%
10
REGN icon
488
Regeneron Pharmaceuticals
REGN
$76.1B
$1.57K ﹤0.01%
3
SPTL icon
489
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.1B
$1.54K ﹤0.01%
58
+26
HIG icon
490
Hartford Financial Services
HIG
$37.1B
$1.52K ﹤0.01%
12
EWBC icon
491
East-West Bancorp
EWBC
$15B
$1.51K ﹤0.01%
15
DFIC icon
492
Dimensional International Core Equity 2 ETF
DFIC
$11.4B
$1.49K ﹤0.01%
48
POOL icon
493
Pool Corp
POOL
$9.16B
$1.46K ﹤0.01%
5
CC icon
494
Chemours
CC
$1.94B
$1.44K ﹤0.01%
126
WBS icon
495
Webster Financial
WBS
$10B
$1.42K ﹤0.01%
26
CMS icon
496
CMS Energy
CMS
$22B
$1.39K ﹤0.01%
20
PAC icon
497
Grupo Aeroportuario del Pacifico
PAC
$11.7B
$1.38K ﹤0.01%
6
MTB icon
498
M&T Bank
MTB
$30.1B
$1.36K ﹤0.01%
7
COP icon
499
ConocoPhillips
COP
$113B
$1.35K ﹤0.01%
15
AGCO icon
500
AGCO
AGCO
$7.85B
$1.34K ﹤0.01%
13