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
OMC icon
526
Omnicom Group
OMC
$23.3B
$829 ﹤0.01%
10
LBTYK icon
527
Liberty Global Class C
LBTYK
$3.8B
$802 ﹤0.01%
67
DINO icon
528
HF Sinclair
DINO
$9.21B
$789 ﹤0.01%
24
AVSC icon
529
Avantis US Small Cap Equity ETF
AVSC
$2.07B
$774 ﹤0.01%
+16
UAA icon
530
Under Armour
UAA
$1.93B
$750 ﹤0.01%
120
BUD icon
531
AB InBev
BUD
$119B
$739 ﹤0.01%
12
BAH icon
532
Booz Allen Hamilton
BAH
$10.7B
$732 ﹤0.01%
+7
ARCC icon
533
Ares Capital
ARCC
$15B
$731 ﹤0.01%
+33
RGNX icon
534
Regenxbio
RGNX
$666M
$715 ﹤0.01%
100
CRWD icon
535
CrowdStrike
CRWD
$128B
$705 ﹤0.01%
+2
IUSV icon
536
iShares Core S&P US Value ETF
IUSV
$23.9B
$703 ﹤0.01%
8
BX icon
537
Blackstone
BX
$118B
$699 ﹤0.01%
+5
MCK icon
538
McKesson
MCK
$99.8B
$673 ﹤0.01%
+1
IXUS icon
539
iShares Core MSCI Total International Stock ETF
IXUS
$51.3B
$653 ﹤0.01%
9
IRT icon
540
Independence Realty Trust
IRT
$3.95B
$637 ﹤0.01%
+30
SNRE
541
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$628 ﹤0.01%
13
URI icon
542
United Rentals
URI
$50.7B
$627 ﹤0.01%
+1
OWL icon
543
Blue Owl Capital
OWL
$10.8B
$601 ﹤0.01%
+30
ZION icon
544
Zions Bancorporation
ZION
$8.19B
$598 ﹤0.01%
+12
HIT
545
Health In Tech Inc
HIT
$64.9M
$582 ﹤0.01%
880
ZIM icon
546
ZIM Integrated Shipping Services
ZIM
$2.41B
$554 ﹤0.01%
38
WAB icon
547
Wabtec
WAB
$36.7B
$544 ﹤0.01%
3
IYR icon
548
iShares US Real Estate ETF
IYR
$4.13B
$535 ﹤0.01%
6
DAR icon
549
Darling Ingredients
DAR
$5.78B
$531 ﹤0.01%
+17
AHR icon
550
American Healthcare REIT
AHR
$8.93B
$515 ﹤0.01%
+17