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
FNDA icon
176
Schwab Fundamental US Small Company Index ETF
FNDA
$9.05B
$31.3K 0.01%
1,092
SOLV icon
177
Solventum
SOLV
$14.8B
$31.2K 0.01%
412
GWW icon
178
W.W. Grainger
GWW
$46.2B
$31.2K 0.01%
30
TGT icon
179
Target
TGT
$41.2B
$30.9K 0.01%
313
-9
FNDF icon
180
Schwab Fundamental International Large Company Index ETF
FNDF
$19B
$30.2K 0.01%
755
AVEM icon
181
Avantis Emerging Markets Equity ETF
AVEM
$15.1B
$30.1K 0.01%
439
GOF icon
182
Guggenheim Strategic Opportunities Fund
GOF
$2.42B
$29.9K 0.01%
+2,006
DOV icon
183
Dover
DOV
$26.1B
$29.9K 0.01%
163
AVUS icon
184
Avantis US Equity ETF
AVUS
$10.3B
$29.4K 0.01%
292
IHDG icon
185
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.27B
$28.8K 0.01%
639
EMR icon
186
Emerson Electric
EMR
$75.8B
$28.7K 0.01%
215
IEMG icon
187
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$27.4K 0.01%
457
+113
NEAR icon
188
iShares Short Maturity Bond ETF
NEAR
$3.76B
$27.1K 0.01%
531
-425
RA
189
Brookfield Real Assets Income Fund
RA
$728M
$26.2K 0.01%
1,957
+53
CCI icon
190
Crown Castle
CCI
$38.5B
$25.7K 0.01%
250
FDN icon
191
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.99B
$24.2K 0.01%
90
CEG icon
192
Constellation Energy
CEG
$113B
$24.2K 0.01%
75
-3
VCSH icon
193
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$23.9K 0.01%
300
-217
IEUR icon
194
iShares Core MSCI Europe ETF
IEUR
$6.85B
$23.7K 0.01%
358
+91
IPAC icon
195
iShares Core MSCI Pacific ETF
IPAC
$1.96B
$23.4K 0.01%
340
+56
IEI icon
196
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$23.3K 0.01%
196
DOW icon
197
Dow Inc
DOW
$16.9B
$23.1K 0.01%
871
SCHA icon
198
Schwab U.S Small- Cap ETF
SCHA
$19.3B
$23K 0.01%
910
CMCSA icon
199
Comcast
CMCSA
$100B
$23K 0.01%
643
BSV icon
200
Vanguard Short-Term Bond ETF
BSV
$39.2B
$22.7K 0.01%
+289
6 7
8
9 10