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

Top Buys

1
+$32.9M
2
+$7.82M
3
+$1.4M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.32M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.13M

Top Sells

1
+$8.22M
2
+$7.62M
3
+$7.47M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$6.58M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$2.73M

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
MMM icon
51
3M
MMM
$89B
$223K 0.07%
1,520
FLRN icon
52
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.65B
$220K 0.07%
7,148
-700
AFL icon
53
Aflac
AFL
$57.3B
$194K 0.06%
1,743
-545
AXP icon
54
American Express
AXP
$255B
$171K 0.06%
637
-29
CVX icon
55
Chevron
CVX
$300B
$169K 0.05%
1,011
+124
FG icon
56
F&G Annuities & Life
FG
$4.54B
$169K 0.05%
4,679
+404
CAG icon
57
Conagra Brands
CAG
$8.16B
$165K 0.05%
6,178
+178
OKE icon
58
Oneok
OKE
$48B
$164K 0.05%
1,655
+32
ABT icon
59
Abbott
ABT
$217B
$159K 0.05%
1,195
+67
MCD icon
60
McDonald's
MCD
$222B
$155K 0.05%
497
+103
GE icon
61
GE Aerospace
GE
$300B
$152K 0.05%
760
-18
HON icon
62
Honeywell
HON
$121B
$149K 0.05%
704
+2
MDYV icon
63
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.44B
$145K 0.05%
1,886
-17
TSCO icon
64
Tractor Supply
TSCO
$28.6B
$142K 0.05%
2,573
+168
SCHP icon
65
Schwab US TIPS ETF
SCHP
$14.7B
$134K 0.04%
5,000
-1,524
WMT icon
66
Walmart
WMT
$917B
$133K 0.04%
1,517
+35
VOT icon
67
Vanguard Mid-Cap Growth ETF
VOT
$18B
$125K 0.04%
512
+2
VBK icon
68
Vanguard Small-Cap Growth ETF
VBK
$20.9B
$122K 0.04%
485
SCHD icon
69
Schwab US Dividend Equity ETF
SCHD
$71.4B
$116K 0.04%
4,157
+3,506
KMI icon
70
Kinder Morgan
KMI
$61.8B
$115K 0.04%
4,031
+503
CRM icon
71
Salesforce
CRM
$248B
$113K 0.04%
422
+170
MDYG icon
72
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.46B
$110K 0.04%
1,380
+250
LW icon
73
Lamb Weston
LW
$8.32B
$106K 0.03%
1,998
V icon
74
Visa
V
$639B
$101K 0.03%
287
+17
GOOGL icon
75
Alphabet (Google) Class A
GOOGL
$3.88T
$99.9K 0.03%
646
-480
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