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

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
VNQI icon
476
Vanguard Global ex-US Real Estate ETF
VNQI
$3.55B
$1.58K ﹤0.01%
39
COP icon
477
ConocoPhillips
COP
$116B
$1.57K ﹤0.01%
+15
SBS icon
478
Sabesp
SBS
$17.1B
$1.57K ﹤0.01%
88
ADM icon
479
Archer Daniels Midland
ADM
$28.4B
$1.54K ﹤0.01%
32
KHC icon
480
Kraft Heinz
KHC
$28.8B
$1.52K ﹤0.01%
50
NXPI icon
481
NXP Semiconductors
NXPI
$57.4B
$1.52K ﹤0.01%
+8
CMS icon
482
CMS Energy
CMS
$21.6B
$1.5K ﹤0.01%
20
HIG icon
483
Hartford Financial Services
HIG
$36.1B
$1.49K ﹤0.01%
12
RBLX icon
484
Roblox
RBLX
$67.6B
$1.46K ﹤0.01%
25
TTE icon
485
TotalEnergies
TTE
$140B
$1.36K ﹤0.01%
21
LSTR icon
486
Landstar System
LSTR
$4.88B
$1.35K ﹤0.01%
9
EWBC icon
487
East-West Bancorp
EWBC
$15.2B
$1.35K ﹤0.01%
15
WBS icon
488
Webster Financial
WBS
$10.1B
$1.34K ﹤0.01%
26
TMUS icon
489
T-Mobile US
TMUS
$234B
$1.33K ﹤0.01%
+5
DFIC icon
490
Dimensional International Core Equity 2 ETF
DFIC
$11.4B
$1.33K ﹤0.01%
+48
NTAP icon
491
NetApp
NTAP
$23.2B
$1.32K ﹤0.01%
15
+3
TOL icon
492
Toll Brothers
TOL
$13.4B
$1.27K ﹤0.01%
+12
MTB icon
493
M&T Bank
MTB
$30B
$1.25K ﹤0.01%
7
HDV icon
494
iShares Core High Dividend ETF
HDV
$11.7B
$1.25K ﹤0.01%
10
AGCO icon
495
AGCO
AGCO
$7.85B
$1.2K ﹤0.01%
+13
PSA icon
496
Public Storage
PSA
$47.7B
$1.2K ﹤0.01%
+4
EIX icon
497
Edison International
EIX
$22.4B
$1.18K ﹤0.01%
20
LUMN icon
498
Lumen
LUMN
$8.47B
$1.18K ﹤0.01%
300
EFAV icon
499
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.15B
$1.17K ﹤0.01%
15
IVW icon
500
iShares S&P 500 Growth ETF
IVW
$67.3B
$1.11K ﹤0.01%
12