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
MMM icon
51
3M
MMM
$91.9B
$231K 0.07%
1,520
MA icon
52
Mastercard
MA
$497B
$230K 0.07%
410
-8
AFL icon
53
Aflac
AFL
$57.1B
$226K 0.07%
2,144
+401
FNF icon
54
Fidelity National Financial
FNF
$15.8B
$219K 0.06%
3,910
+90
FLRN icon
55
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.65B
$213K 0.06%
6,900
-248
AXP icon
56
American Express
AXP
$254B
$204K 0.06%
639
+2
GE icon
57
GE Aerospace
GE
$304B
$196K 0.06%
760
ABT icon
58
Abbott
ABT
$218B
$184K 0.05%
1,354
+159
AMZN icon
59
Amazon
AMZN
$2.48T
$174K 0.05%
792
+356
FG icon
60
F&G Annuities & Life
FG
$4.49B
$167K 0.05%
5,222
+543
HON icon
61
Honeywell
HON
$123B
$164K 0.05%
704
CVX icon
62
Chevron
CVX
$303B
$150K 0.04%
1,049
+38
MDYV icon
63
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.43B
$149K 0.04%
1,871
-15
WMT icon
64
Walmart
WMT
$912B
$148K 0.04%
1,517
OKE icon
65
Oneok
OKE
$47.1B
$147K 0.04%
1,805
+150
VOT icon
66
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$146K 0.04%
513
+1
BAC icon
67
Bank of America
BAC
$395B
$146K 0.04%
3,076
+2,400
MCD icon
68
McDonald's
MCD
$219B
$145K 0.04%
497
V icon
69
Visa
V
$636B
$143K 0.04%
402
+115
VBK icon
70
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$139K 0.04%
502
+17
C icon
71
Citigroup
C
$191B
$134K 0.04%
1,580
+1,500
VZ icon
72
Verizon
VZ
$171B
$130K 0.04%
3,011
+1,100
SCHP icon
73
Schwab US TIPS ETF
SCHP
$14.7B
$129K 0.04%
4,847
-153
T icon
74
AT&T
T
$180B
$127K 0.04%
4,378
+973
CAG icon
75
Conagra Brands
CAG
$8.21B
$126K 0.04%
6,178
1 2
3
4 5