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
NOBL icon
151
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$34K 0.01%
+333
ESGU icon
152
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$33.8K 0.01%
277
-36
SCHX icon
153
Schwab US Large- Cap ETF
SCHX
$63.1B
$33.6K 0.01%
1,524
TGT icon
154
Target
TGT
$41.7B
$33.6K 0.01%
322
+9
TSM icon
155
TSMC
TSM
$1.53T
$33.2K 0.01%
200
-79
FNDE icon
156
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.12B
$32.4K 0.01%
1,051
SOLV icon
157
Solventum
SOLV
$14.8B
$31.3K 0.01%
412
+30
MS icon
158
Morgan Stanley
MS
$281B
$31K 0.01%
266
+84
CGBL icon
159
Capital Group Core Balanced ETF
CGBL
$4.06B
$31K 0.01%
1,000
DOW icon
160
Dow Inc
DOW
$16.3B
$30.4K 0.01%
871
ESGD icon
161
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.7B
$30.4K 0.01%
372
WMB icon
162
Williams Companies
WMB
$76.7B
$30.2K 0.01%
505
+494
EBAY icon
163
eBay
EBAY
$37.3B
$30.1K 0.01%
445
FNDA icon
164
Schwab Fundamental US Small Company Index ETF
FNDA
$9.05B
$29.9K 0.01%
1,092
GWW icon
165
W.W. Grainger
GWW
$46.4B
$29.6K 0.01%
30
-3
DOV icon
166
Dover
DOV
$26.2B
$28.6K 0.01%
163
+28
ORCL icon
167
Oracle
ORCL
$620B
$28.5K 0.01%
204
+151
BAC icon
168
Bank of America
BAC
$394B
$28.2K 0.01%
676
+129
IHDG icon
169
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.28B
$27.7K 0.01%
639
-5
ONEQ icon
170
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.42B
$27.7K 0.01%
+407
FNDF icon
171
Schwab Fundamental International Large Company Index ETF
FNDF
$19B
$27.3K 0.01%
755
AVUS icon
172
Avantis US Equity ETF
AVUS
$10.3B
$27K 0.01%
+292
AVEM icon
173
Avantis Emerging Markets Equity ETF
AVEM
$15.2B
$26.4K 0.01%
439
+9
USD icon
174
ProShares Ultra Semiconductors
USD
$1.72B
$26.4K 0.01%
1,308
+84
IYE icon
175
iShares US Energy ETF
IYE
$1.15B
$26.3K 0.01%
+533
5 6
7
8 9