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
101
$23.5K 0.01%
500
+450
102
$23.4K 0.01%
1,886
+127
103
$23K 0.01%
1,533
-94
104
$22.6K 0.01%
1,236
105
$22.6K 0.01%
178
106
$21.8K 0.01%
+500
107
$21.1K 0.01%
410
108
$20.3K 0.01%
155
109
$20.1K 0.01%
351
+350
110
$19.6K 0.01%
445
+120
111
$19.4K 0.01%
+350
112
$19.3K 0.01%
1,440
+140
113
$18.4K 0.01%
+170
114
$18.4K 0.01%
1,000
115
$18.1K 0.01%
210
+10
116
$18.1K 0.01%
404
+56
117
$18K 0.01%
163
+20
118
$17.8K 0.01%
800
119
$17.7K 0.01%
+33
120
$17.4K 0.01%
200
121
$16.8K 0.01%
91
+58
122
$16.4K 0.01%
+344
123
$16.4K 0.01%
3,000
124
$16.2K 0.01%
150
125
$15.8K 0.01%
+284
3 4
5
6 7