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
BUD icon
526
AB InBev
BUD
$120B
$825 ﹤0.01%
12
VFC icon
527
VF Corp
VFC
$7.29B
$823 ﹤0.01%
70
RGNX icon
528
Regenxbio
RGNX
$652M
$821 ﹤0.01%
100
UAA icon
529
Under Armour
UAA
$1.97B
$820 ﹤0.01%
120
RIO icon
530
Rio Tinto
RIO
$121B
$817 ﹤0.01%
14
TGNA icon
531
TEGNA Inc
TGNA
$3.12B
$788 ﹤0.01%
47
MDV
532
Modiv Industrial
MDV
$151M
$781 ﹤0.01%
56
+2
HIT
533
Health In Tech Inc
HIT
$73.4M
$774 ﹤0.01%
880
SNRE
534
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$735 ﹤0.01%
13
IXUS icon
535
iShares Core MSCI Total International Stock ETF
IXUS
$51.1B
$734 ﹤0.01%
9
OMC icon
536
Omnicom Group
OMC
$22.5B
$719 ﹤0.01%
10
RHI icon
537
Robert Half
RHI
$2.77B
$698 ﹤0.01%
17
EMXC icon
538
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.2B
$695 ﹤0.01%
+11
LBTYK icon
539
Liberty Global Class C
LBTYK
$3.77B
$691 ﹤0.01%
67
XYZ
540
Block Inc
XYZ
$37.1B
$679 ﹤0.01%
+10
TFI icon
541
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
$670 ﹤0.01%
+15
WAB icon
542
Wabtec
WAB
$36.5B
$628 ﹤0.01%
3
ZIM icon
543
ZIM Integrated Shipping Services
ZIM
$2.39B
$611 ﹤0.01%
38
OCGN icon
544
Ocugen
OCGN
$378M
$596 ﹤0.01%
+614
IDV icon
545
iShares International Select Dividend ETF
IDV
$6.44B
$579 ﹤0.01%
17
-77
IYR icon
546
iShares US Real Estate ETF
IYR
$4.15B
$532 ﹤0.01%
6
BYND icon
547
Beyond Meat
BYND
$567M
$380 ﹤0.01%
109
EMLC icon
548
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.15B
$380 ﹤0.01%
15
FHLC icon
549
Fidelity MSCI Health Care Index ETF
FHLC
$2.84B
$377 ﹤0.01%
6
SWKS icon
550
Skyworks Solutions
SWKS
$10.3B
$373 ﹤0.01%
5