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
IVW icon
501
iShares S&P 500 Growth ETF
IVW
$66.9B
$1.32K ﹤0.01%
12
LUMN icon
502
Lumen
LUMN
$8.67B
$1.31K ﹤0.01%
300
KHC icon
503
Kraft Heinz
KHC
$27.9B
$1.29K ﹤0.01%
50
TTE icon
504
TotalEnergies
TTE
$142B
$1.29K ﹤0.01%
21
NTAP icon
505
NetApp
NTAP
$20.6B
$1.28K ﹤0.01%
12
-3
LSTR icon
506
Landstar System
LSTR
$5.27B
$1.25K ﹤0.01%
9
TMUS icon
507
T-Mobile US
TMUS
$208B
$1.19K ﹤0.01%
5
PSA icon
508
Public Storage
PSA
$51.6B
$1.17K ﹤0.01%
4
BAM icon
509
Brookfield Asset Management
BAM
$85.1B
$1.11K ﹤0.01%
20
EIX icon
510
Edison International
EIX
$24B
$1.03K ﹤0.01%
20
IMTM icon
511
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.72B
$1K ﹤0.01%
22
SPBO icon
512
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.81B
$993 ﹤0.01%
34
DINO icon
513
HF Sinclair
DINO
$8.95B
$986 ﹤0.01%
24
DFIV icon
514
Dimensional International Value ETF
DFIV
$16.5B
$985 ﹤0.01%
23
MBB icon
515
iShares MBS ETF
MBB
$39.2B
$970 ﹤0.01%
10
-94
BBCA icon
516
JPMorgan BetaBuilders Canada ETF
BBCA
$9.74B
$968 ﹤0.01%
+12
BIO icon
517
Bio-Rad Laboratories Class A
BIO
$8.46B
$965 ﹤0.01%
4
EOG icon
518
EOG Resources
EOG
$57.1B
$957 ﹤0.01%
8
DIHP icon
519
Dimensional International High Profitability ETF
DIHP
$5.25B
$944 ﹤0.01%
32
SIRI icon
520
SiriusXM
SIRI
$6.88B
$919 ﹤0.01%
40
APA icon
521
APA Corp
APA
$9.14B
$915 ﹤0.01%
50
CTRA icon
522
Coterra Energy
CTRA
$19.6B
$914 ﹤0.01%
36
EXPD icon
523
Expeditors International
EXPD
$21.8B
$914 ﹤0.01%
8
NUE icon
524
Nucor
NUE
$39.9B
$907 ﹤0.01%
7
AVSC icon
525
Avantis US Small Cap Equity ETF
AVSC
$2.25B
$825 ﹤0.01%
16