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
$295M
$76 ﹤0.01%
100
TLT icon
577
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
$66 ﹤0.01%
1
AMTM
578
Amentum Holdings
AMTM
$6.96B
$47 ﹤0.01%
+2
FELV icon
579
Fidelity Enhanced Large Cap Value ETF
FELV
$2.51B
$32 ﹤0.01%
1
HCTI icon
580
Healthcare Triangle
HCTI
$16.1M
$28 ﹤0.01%
+4
CTRM icon
581
Castor Maritime
CTRM
$20.3M
$24 ﹤0.01%
+11
TORO icon
582
Toro Corp
TORO
$88M
$24 ﹤0.01%
+11
IXHL icon
583
Incannex Healthcare
IXHL
$155M
$22 ﹤0.01%
+100
GIPR icon
584
Generation Income Properties
GIPR
$4.74M
$18 ﹤0.01%
12
CHPT icon
585
ChargePoint
CHPT
$195M
$13 ﹤0.01%
+1
SMSI icon
586
Smith Micro Software
SMSI
$15.5M
$11 ﹤0.01%
13
RBNE
587
Robin Energy Ltd
RBNE
$10.8M
$3 ﹤0.01%
+1
YOLO icon
588
AdvisorShares Pure Cannabis ETF
YOLO
$36.1M
$2 ﹤0.01%
1
BNDX icon
589
Vanguard Total International Bond ETF
BNDX
$72.5B
– –
-34
AGGY icon
590
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$829M
– –
-39
ARCC icon
591
Ares Capital
ARCC
$14.9B
– –
-33
ARES icon
592
Ares Management
ARES
$35.7B
– –
-7
BAH icon
593
Booz Allen Hamilton
BAH
$10B
– –
-7
BUCK icon
594
Simplify Stable Income ETF
BUCK
$358M
– –
-900
CFR icon
595
Cullen/Frost Bankers
CFR
$8.12B
– –
-3
COWZ icon
596
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
– –
-216
CRWD icon
597
CrowdStrike
CRWD
$132B
– –
-2
DAR icon
598
Darling Ingredients
DAR
$5.79B
– –
-17
DDOG icon
599
Datadog
DDOG
$54.6B
– –
-2
DEM icon
600
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.3B
– –
-11
22 23
24
25 26