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
WES icon
126
Western Midstream Partners
WES
$16B
$57.9K 0.02%
+1,495
SPTM icon
127
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$56K 0.02%
748
-12
UI icon
128
Ubiquiti
UI
$34.1B
$54.3K 0.02%
+132
VGIT icon
129
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.8B
$53.9K 0.02%
901
SPSB icon
130
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.28B
$53.3K 0.02%
1,766
-59
VEU icon
131
Vanguard FTSE All-World ex-US ETF
VEU
$52.4B
$53.2K 0.02%
792
+442
VGSH icon
132
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
$52.9K 0.02%
900
-46
FNDX icon
133
Schwab Fundamental US Large Company Index ETF
FNDX
$21.9B
$52.2K 0.02%
2,127
DD icon
134
DuPont de Nemours
DD
$16.6B
$52.1K 0.02%
1,816
-8
LLY icon
135
Eli Lilly
LLY
$925B
$51.4K 0.02%
66
APD icon
136
Air Products & Chemicals
APD
$58B
$51.3K 0.02%
182
-1
CI icon
137
Cigna
CI
$72.2B
$49.9K 0.01%
151
HSY icon
138
Hershey
HSY
$36.6B
$49.8K 0.01%
300
+271
IEFA icon
139
iShares Core MSCI EAFE ETF
IEFA
$161B
$48.9K 0.01%
586
+294
PFE icon
140
Pfizer
PFE
$145B
$48.5K 0.01%
2,000
+336
USD icon
141
ProShares Ultra Semiconductors
USD
$1.68B
$48.4K 0.01%
1,308
DHR icon
142
Danaher
DHR
$161B
$47.8K 0.01%
242
CASY icon
143
Casey's General Stores
CASY
$20.6B
$46.7K 0.01%
91
VLO icon
144
Valero Energy
VLO
$54B
$44.8K 0.01%
333
XLU icon
145
State Street Utilities Select Sector SPDR ETF
XLU
$21.7B
$44.5K 0.01%
545
-33
TSM icon
146
TSMC
TSM
$1.53T
$44.2K 0.01%
195
-5
TFC icon
147
Truist Financial
TFC
$60.7B
$43.8K 0.01%
1,018
+670
PM icon
148
Philip Morris
PM
$236B
$43.7K 0.01%
240
+2
JEPQ icon
149
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.8B
$43.5K 0.01%
800
-101
YUM icon
150
Yum! Brands
YUM
$41.2B
$43.4K 0.01%
293
+2
4 5
6
7 8