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
76
$55.4K 0.03%
289
+60
77
$54K 0.03%
1,420
78
$50.6K 0.02%
678
79
$50.3K 0.02%
89
+80
80
$50.1K 0.02%
1,005
-291
81
$48.9K 0.02%
624
+23
82
$47.2K 0.02%
262
83
$43.3K 0.02%
421
+64
84
$42.8K 0.02%
584
-48
85
$42.7K 0.02%
834
+2
86
$40.8K 0.02%
262
+40
87
$39.5K 0.02%
734
+31
88
$36.3K 0.02%
1,000
89
$35.8K 0.02%
125
+4
90
$31.7K 0.02%
116
91
$31.3K 0.02%
744
+44
92
$29.8K 0.01%
900
93
$29.6K 0.01%
315
94
$28.1K 0.01%
135
-50
95
$28.1K 0.01%
346
+115
96
$25.5K 0.01%
+50
97
$25.5K 0.01%
+750
98
$25K 0.01%
361
99
$24.1K 0.01%
184
+89
100
$23.8K 0.01%
329
+113
2 3
4
5 6