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
META icon
76
Meta Platforms (Facebook)
META
$1.7T
$99.7K 0.03%
173
+53
TSLA icon
77
Tesla
TSLA
$1.51T
$98.5K 0.03%
380
-105
LOW icon
78
Lowe's Companies
LOW
$139B
$97.3K 0.03%
417
+12
T icon
79
AT&T
T
$179B
$96.3K 0.03%
3,405
+677
BMO icon
80
Bank of Montreal
BMO
$92.3B
$93.6K 0.03%
980
PEP icon
81
PepsiCo
PEP
$198B
$93.3K 0.03%
622
-173
SPAB icon
82
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.06B
$93.2K 0.03%
3,649
+714
TT icon
83
Trane Technologies
TT
$89B
$89.6K 0.03%
+266
MRK icon
84
Merck
MRK
$248B
$88.1K 0.03%
982
+481
SLYV icon
85
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.14B
$87.6K 0.03%
1,117
VZ icon
86
Verizon
VZ
$176B
$86.7K 0.03%
1,911
+6
SPIB icon
87
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$83.5K 0.03%
2,511
+87
AMZN icon
88
Amazon
AMZN
$2.45T
$83K 0.03%
436
+150
HCA icon
89
HCA Healthcare
HCA
$111B
$80.5K 0.03%
+233
IUSB icon
90
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$79.4K 0.03%
1,724
NVDA icon
91
NVIDIA
NVDA
$4.43T
$78.7K 0.03%
726
-2,780
FLTR icon
92
VanEck IG Floating Rate ETF
FLTR
$2.55B
$76.7K 0.02%
3,000
+2,500
PRU icon
93
Prudential Financial
PRU
$39.1B
$76.5K 0.02%
685
+3
VHT icon
94
Vanguard Health Care ETF
VHT
$17.2B
$74.4K 0.02%
281
+4
COST icon
95
Costco
COST
$397B
$73.8K 0.02%
78
-9
JPIE icon
96
JPMorgan Income ETF
JPIE
$6.32B
$73.7K 0.02%
1,600
+600
SLYG icon
97
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.65B
$73.4K 0.02%
884
+253
MPC icon
98
Marathon Petroleum
MPC
$57.3B
$72.8K 0.02%
+500
SPEM icon
99
SPDR Portfolio Emerging Markets ETF
SPEM
$15.3B
$72.4K 0.02%
1,838
-103
BAX icon
100
Baxter International
BAX
$9.53B
$72.1K 0.02%
2,107
+157
2 3
4
5 6