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
PAC icon
501
Grupo Aeroportuario del Pacifico
PAC
$11.5B
$1.11K ﹤0.01%
6
VFC icon
502
VF Corp
VFC
$7.44B
$1.09K ﹤0.01%
70
-35
AVB icon
503
AvalonBay Communities
AVB
$25.2B
$1.07K ﹤0.01%
+5
APA icon
504
APA Corp
APA
$9.61B
$1.05K ﹤0.01%
50
CTRA icon
505
Coterra Energy
CTRA
$20.9B
$1.04K ﹤0.01%
36
EOG icon
506
EOG Resources
EOG
$60.9B
$1.03K ﹤0.01%
8
ARES icon
507
Ares Management
ARES
$36.5B
$1.03K ﹤0.01%
+7
IAC icon
508
IAC Inc
IAC
$2.85B
$1.01K ﹤0.01%
+27
SPBO icon
509
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.77B
$986 ﹤0.01%
34
BIO icon
510
Bio-Rad Laboratories Class A
BIO
$8.57B
$974 ﹤0.01%
4
BAM icon
511
Brookfield Asset Management
BAM
$85.8B
$969 ﹤0.01%
+20
EXPD icon
512
Expeditors International
EXPD
$20.3B
$962 ﹤0.01%
8
NFLX icon
513
Netflix
NFLX
$425B
$933 ﹤0.01%
+10
RHI icon
514
Robert Half
RHI
$2.71B
$927 ﹤0.01%
17
KKR icon
515
KKR & Co
KKR
$115B
$925 ﹤0.01%
+8
DFIV icon
516
Dimensional International Value ETF
DFIV
$15B
$905 ﹤0.01%
+23
SIRI icon
517
SiriusXM
SIRI
$7.41B
$902 ﹤0.01%
40
IMTM icon
518
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.52B
$879 ﹤0.01%
+22
MDV
519
Modiv Industrial
MDV
$150M
$874 ﹤0.01%
54
+1
SPTL icon
520
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11B
$872 ﹤0.01%
32
DIHP icon
521
Dimensional International High Profitability ETF
DIHP
$4.9B
$862 ﹤0.01%
+32
TGNA icon
522
TEGNA Inc
TGNA
$3.09B
$856 ﹤0.01%
47
NUE icon
523
Nucor
NUE
$36.5B
$842 ﹤0.01%
7
RIO icon
524
Rio Tinto
RIO
$119B
$841 ﹤0.01%
14
DRI icon
525
Darden Restaurants
DRI
$20.7B
$831 ﹤0.01%
+4