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
176
$8.18K ﹤0.01%
+191
177
$8.18K ﹤0.01%
75
178
$8.11K ﹤0.01%
+41
179
$8.11K ﹤0.01%
153
180
$8.09K ﹤0.01%
+45
181
$8.05K ﹤0.01%
+167
182
$7.98K ﹤0.01%
30
183
$7.89K ﹤0.01%
+178
184
$7.85K ﹤0.01%
+588
185
$7.78K ﹤0.01%
257
186
$7.75K ﹤0.01%
1,000
187
$7.69K ﹤0.01%
+85
188
$7.62K ﹤0.01%
50
189
$7.57K ﹤0.01%
101
+51
190
$7.56K ﹤0.01%
47
+46
191
$7.53K ﹤0.01%
+76
192
$7.5K ﹤0.01%
+32
193
$7.49K ﹤0.01%
196
194
$7.45K ﹤0.01%
+204
195
$7.43K ﹤0.01%
+181
196
$7.23K ﹤0.01%
+166
197
$7.21K ﹤0.01%
+212
198
$7.14K ﹤0.01%
28
+20
199
$6.8K ﹤0.01%
+51
200
$6.76K ﹤0.01%
152
6 7
8
9 10