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
$204M
AUM Growth
+$132K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$914K
3
+$831K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$736K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$623K

Top Sells

1
+$538K
2
+$320K
3
+$183K
4
APO icon
Apollo Global Management
APO
+$144K
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$106K

Sector Composition

1 Financials 0.95%
2 Healthcare 0.59%
3 Technology 0.59%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$102K 0.05%
2,872
+116
52
$101K 0.05%
1,453
+209
53
$101K 0.05%
520
54
$101K 0.05%
1,175
55
$100K 0.05%
3,426
+746
56
$99.5K 0.05%
2,450
-345
57
$99.2K 0.05%
1,124
-94
58
$96.1K 0.05%
3,057
-751
59
$96K 0.05%
+1,925
60
$84.9K 0.04%
2,250
61
$83.4K 0.04%
2,569
62
$82.7K 0.04%
980
63
$77.7K 0.04%
1,124
-37
64
$75.5K 0.04%
1,043
-51
65
$73.3K 0.04%
1,421
+15
66
$70.4K 0.03%
223
+105
67
$70K 0.03%
2,874
-292
68
$67.5K 0.03%
465
+10
69
$67K 0.03%
285
70
$65.8K 0.03%
875
-175
71
$61.1K 0.03%
4,500
72
$60.1K 0.03%
620
73
$59.3K 0.03%
225
74
$58.5K 0.03%
3,528
-100
75
$57K 0.03%
1,757
+69
1 2
3
4 5