IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Fund
S&P 500
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 +$1.86M
2 +$696K
3 +$664K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$589K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$492K

Top Sells

1 +$71.7K
2 +$60.1K
3 +$56.3K
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$49.1K
5
JPM icon
JPMorgan Chase
JPM
+$44.7K

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
$144B
$825 ﹤0.01%
12
VFC icon
527
VF Corp
VFC
$7.11B
$823 ﹤0.01%
70
RGNX icon
528
Regenxbio
RGNX
$435M
$821 ﹤0.01%
100
UAA icon
529
Under Armour
UAA
$2.82B
$820 ﹤0.01%
120
RIO icon
530
Rio Tinto
RIO
$150B
$817 ﹤0.01%
14
TGNA icon
531
TEGNA Inc
TGNA
$3.36B
$788 ﹤0.01%
47
MDV
532
Modiv Industrial
MDV
$153M
$781 ﹤0.01%
56
+2
HIT
533
Health In Tech Inc
HIT
$93.3M
$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
$53.6B
$734 ﹤0.01%
9
OMC icon
536
Omnicom Group
OMC
$26.3B
$719 ﹤0.01%
10
RHI icon
537
Robert Half
RHI
$2.5B
$698 ﹤0.01%
17
EMXC icon
538
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.3B
$695 ﹤0.01%
+11
LBTYK icon
539
Liberty Global Class C
LBTYK
$4.2B
$691 ﹤0.01%
67
XYZ
540
Block Inc
XYZ
$40.2B
$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
$42.8B
$628 ﹤0.01%
3
ZIM icon
543
ZIM Integrated Shipping Services
ZIM
$3.4B
$611 ﹤0.01%
38
OCGN icon
544
Ocugen
OCGN
$566M
$596 ﹤0.01%
+614
IDV icon
545
iShares International Select Dividend ETF
IDV
$7.76B
$579 ﹤0.01%
17
-77
IYR icon
546
iShares US Real Estate ETF
IYR
$4.14B
$532 ﹤0.01%
6
BYND icon
547
Beyond Meat
BYND
$359M
$380 ﹤0.01%
109
EMLC icon
548
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.98B
$380 ﹤0.01%
15
FHLC icon
549
Fidelity MSCI Health Care Index ETF
FHLC
$2.88B
$377 ﹤0.01%
6
SWKS icon
550
Skyworks Solutions
SWKS
$8.44B
$373 ﹤0.01%
5