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
DHR icon
126
Danaher
DHR
$160B
$49.6K 0.02%
+242
SVOL icon
127
Simplify Volatility Premium ETF
SVOL
$669M
$49.1K 0.02%
2,700
+2,500
NEAR icon
128
iShares Short Maturity Bond ETF
NEAR
$3.76B
$48.6K 0.02%
956
-15
CAT icon
129
Caterpillar
CAT
$282B
$48.2K 0.02%
146
CTVA icon
130
Corteva
CTVA
$44.6B
$47.5K 0.02%
755
JEPQ icon
131
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.9B
$46.7K 0.02%
901
-39
YUM icon
132
Yum! Brands
YUM
$40.2B
$45.9K 0.01%
291
+1
XLU icon
133
State Street Utilities Select Sector SPDR ETF
XLU
$10.7B
$45.6K 0.01%
578
+33
VLO icon
134
Valero Energy
VLO
$53.1B
$44K 0.01%
+333
AMGN icon
135
Amgen
AMGN
$178B
$43.3K 0.01%
139
-143
HRL icon
136
Hormel Foods
HRL
$13.4B
$42.5K 0.01%
1,374
PFE icon
137
Pfizer
PFE
$148B
$42.2K 0.01%
1,664
-172
ETR icon
138
Entergy
ETR
$42.1B
$40.8K 0.01%
478
+4
VCSH icon
139
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$40.8K 0.01%
517
+217
MO icon
140
Altria Group
MO
$97.3B
$40K 0.01%
666
CASY icon
141
Casey's General Stores
CASY
$21.1B
$39.7K 0.01%
91
+26
ADP icon
142
Automatic Data Processing
ADP
$106B
$39.4K 0.01%
129
+54
NZF icon
143
Nuveen Municipal Credit Income Fund
NZF
$2.47B
$39.1K 0.01%
3,201
HPQ icon
144
HP
HPQ
$24.2B
$38.9K 0.01%
+1,405
LMT icon
145
Lockheed Martin
LMT
$105B
$38.9K 0.01%
87
-49
PM icon
146
Philip Morris
PM
$230B
$37.8K 0.01%
238
+2
TJX icon
147
TJX Companies
TJX
$170B
$36.4K 0.01%
299
+149
HD icon
148
Home Depot
HD
$353B
$36.3K 0.01%
99
+46
XLG icon
149
Invesco S&P 500 Top 50 ETF
XLG
$11.7B
$34.5K 0.01%
750
FDVV icon
150
Fidelity High Dividend ETF
FDVV
$7.63B
$34K 0.01%
+686
4 5
6
7 8