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
126
$15.5K 0.01%
250
127
$15K 0.01%
68
+60
128
$14.9K 0.01%
100
129
$14.9K 0.01%
+182
130
$14.4K 0.01%
+90
131
$14.3K 0.01%
310
+150
132
$14.2K 0.01%
+185
133
$13.9K 0.01%
1,135
134
$13.5K 0.01%
93
+37
135
$13.3K 0.01%
150
136
$13.3K 0.01%
+267
137
$12.7K 0.01%
163
-185
138
$12.7K 0.01%
+140
139
$12.5K 0.01%
+88
140
$12.1K 0.01%
+367
141
$11.8K 0.01%
222
142
$11.6K 0.01%
+231
143
$11.4K 0.01%
+522
144
$11.4K 0.01%
+38
145
$11.2K 0.01%
271
+6
146
$11.2K 0.01%
+547
147
$11.1K 0.01%
+546
148
$11.1K 0.01%
116
-197
149
$10.9K 0.01%
36
+30
150
$10.9K 0.01%
40
+30
4 5
6
7 8