Iron Horse Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US TIPS ETF
SCHP
|
+$5.59M |
| 2 |
Global X S&P 500 Covered Call ETF
XYLD
|
+$2.11M |
| 3 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$1.57M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.52M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.31M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2.41M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1.82M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$679K |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$292K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$74.4K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 0.7% |
| 2 | Healthcare | 0.65% |
| 3 | Technology | 0.51% |
| 4 | Energy | 0.46% |
| 5 | Industrials | 0.43% |
Similar funds
Iron Horse Wealth Management's Q2 2021 Portfolio in Review
As of Q2 2021, Iron Horse Wealth Management held 220 positions worth $152M, up 14% from $134M the previous quarter. Its ten largest holdings account for 67% of the portfolio.
Iron Horse Wealth Management deployed $11.9M of net new capital in Q2 2021, opening 16 new positions and adding to 30 existing holdings. Its largest new stake was Schwab US TIPS ETF: 180,424 shares worth $5.64M.
By sector, the portfolio is most concentrated in Financials at 0.7% of assets, down from 0.71% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was Vanguard Intermediate-Term Corporate Bond ETF, an estimated $2.41M trimmed.
- Iron Horse Wealth Management's largest Q2 2021 buy was Schwab US TIPS ETF: 180,424 shares worth $5.64M.
- Iron Horse Wealth Management added most to Global X S&P 500 Covered Call ETF in Q2 2021, an estimated $2.11M increase.
- Iron Horse Wealth Management's biggest Q2 2021 reduction was Vanguard Intermediate-Term Corporate Bond ETF, cutting an estimated $2.41M.
- Iron Horse Wealth Management fully exited Vanguard Total International Stock ETF in Q2 2021, selling an estimated $33K.
- Iron Horse Wealth Management's ten largest holdings make up 67% of its $152M portfolio in Q2 2021.
- Iron Horse Wealth Management opened 16 new positions and closed 11 in Q2 2021.
- Iron Horse Wealth Management's portfolio value rose 14% quarter-over-quarter to $152M.
Based on Iron Horse Wealth Management's 13F filing for Q2 2021, filed 23 Jul 2021.