IHWM
Iron Horse Wealth Management Portfolio holdings
AUM
$339M
This Quarter Return
+5.33%
1 Year Return
+10.59%
3 Year Return
+29.11%
5 Year Return
–
10 Year Return
–
AUM
$253M
AUM Growth
+$253M
(+11%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
5%
Top 10 Holdings %
Top 10 Hldgs %
74.33%
Holding
529
New
29
Increased
68
Reduced
51
Closed
54
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 1.1% |
| 2 | Healthcare | 0.56% |
| 3 | Technology | 0.52% |
| 4 | Industrials | 0.44% |
| 5 | Consumer Staples | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$194M
| – | – | -367 | Closed | -$12.5K |
|
502
Energy Select Sector SPDR Fund
XLE
$27.6B
| – | – | -5 | Closed | -$429 |
|
503
Technology Select Sector SPDR Fund
XLK
$83.9B
| – | – | -21 | Closed | -$4.04K |
|
504
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
| – | – | -33 | Closed | -$5.9K |
|
505
FT Vest International Equity Moderate Buffer ETF March
YMAR
$135M
| – | – | -546 | Closed | -$12.1K |
|
|
LUMO
506
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
| – | – | 0 | – | – |
|