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
GOOG icon
76
Alphabet (Google) Class C
GOOG
$3.99T
$125K 0.04%
704
+342
SCHD icon
77
Schwab US Dividend Equity ETF
SCHD
$75.6B
$124K 0.04%
4,664
+507
TSCO icon
78
Tractor Supply
TSCO
$27B
$123K 0.04%
2,340
-233
MDYG icon
79
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.61B
$123K 0.04%
1,421
+41
TSLA icon
80
Tesla
TSLA
$1.46T
$120K 0.04%
378
-2
KMI icon
81
Kinder Morgan
KMI
$62.2B
$119K 0.04%
4,031
AVGO icon
82
Broadcom
AVGO
$1.67T
$118K 0.03%
427
NVDA icon
83
NVIDIA
NVDA
$4.53T
$117K 0.03%
739
+13
TT icon
84
Trane Technologies
TT
$86.4B
$116K 0.03%
266
CRM icon
85
Salesforce
CRM
$213B
$115K 0.03%
423
+1
GOOGL icon
86
Alphabet (Google) Class A
GOOGL
$3.98T
$114K 0.03%
646
BMO icon
87
Bank of Montreal
BMO
$96.7B
$108K 0.03%
980
LW icon
88
Lamb Weston
LW
$6.02B
$104K 0.03%
1,998
USB icon
89
US Bancorp
USB
$84.6B
$103K 0.03%
2,278
+1,800
CAT icon
90
Caterpillar
CAT
$303B
$95.9K 0.03%
247
+101
BND icon
91
Vanguard Total Bond Market
BND
$147B
$95.9K 0.03%
1,302
+1,007
MU icon
92
Micron Technology
MU
$408B
$93.7K 0.03%
760
+756
LOW icon
93
Lowe's Companies
LOW
$156B
$92.5K 0.03%
417
SPAB icon
94
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.12B
$92.5K 0.03%
3,613
-36
HCA icon
95
HCA Healthcare
HCA
$107B
$89.3K 0.03%
233
ABBV icon
96
AbbVie
ABBV
$379B
$88.4K 0.03%
476
+210
KKR icon
97
KKR & Co
KKR
$117B
$88.1K 0.03%
662
+654
CG icon
98
Carlyle Group
CG
$23.7B
$85.5K 0.03%
+1,664
SLYV icon
99
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.41B
$84.9K 0.03%
1,065
-52
BK icon
100
Bank of New York Mellon
BK
$83.5B
$83.8K 0.02%
920
+900
2 3
4
5 6