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
GPRO icon
576
GoPro
GPRO
$219M
$76 ﹤0.01%
100
TLT icon
577
iShares 20+ Year Treasury Bond ETF
TLT
$47.1B
$66 ﹤0.01%
1
AMTM
578
Amentum Holdings
AMTM
$8.48B
$47 ﹤0.01%
+2
FELV icon
579
Fidelity Enhanced Large Cap Value ETF
FELV
$2.66B
$32 ﹤0.01%
1
HCTI icon
580
Healthcare Triangle
HCTI
$3.29M
$28 ﹤0.01%
+4
CTRM icon
581
Castor Maritime
CTRM
$19.5M
$24 ﹤0.01%
+11
TORO icon
582
Toro Corp
TORO
$117M
$24 ﹤0.01%
+11
IXHL icon
583
Incannex Healthcare
IXHL
$131M
$22 ﹤0.01%
+100
GIPR icon
584
Generation Income Properties
GIPR
$4.05M
$18 ﹤0.01%
12
CHPT icon
585
ChargePoint
CHPT
$165M
$13 ﹤0.01%
+1
SMSI icon
586
Smith Micro Software
SMSI
$14.9M
$11 ﹤0.01%
13
RBNE
587
Robin Energy Ltd
RBNE
$9.46M
– –
0
YOLO icon
588
AdvisorShares Pure Cannabis ETF
YOLO
$41.2M
$2 ﹤0.01%
1
BUCK icon
589
Simplify Stable Income ETF
BUCK
$350M
– –
-900
CFR icon
590
Cullen/Frost Bankers
CFR
$8.87B
– –
-3
COWZ icon
591
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
– –
-216
CRWD icon
592
CrowdStrike
CRWD
$114B
– –
-2
DAR icon
593
Darling Ingredients
DAR
$6.26B
– –
-17
DDOG icon
594
Datadog
DDOG
$41.7B
– –
-2
DEM icon
595
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.38B
– –
-11
DES icon
596
WisdomTree US SmallCap Dividend Fund
DES
$1.95B
– –
-11
DGRW icon
597
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.2B
– –
-216
DNUT icon
598
Krispy Kreme
DNUT
$622M
– –
-50
DON icon
599
WisdomTree US MidCap Dividend Fund
DON
$3.86B
– –
-8
FQAL icon
600
Fidelity Quality Factor ETF
FQAL
$1.17B
– –
-877
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