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
CCI icon
176
Crown Castle
CCI
$38.9B
$26.1K 0.01%
+250
UBER icon
177
Uber
UBER
$190B
$25.4K 0.01%
348
+38
RA
178
Brookfield Real Assets Income Fund
RA
$731M
$25.1K 0.01%
1,904
+769
VALE icon
179
Vale
VALE
$55.1B
$24.9K 0.01%
2,500
-140
AMLP icon
180
Alerian MLP ETF
AMLP
$10.7B
$24K 0.01%
463
+411
CMCSA icon
181
Comcast
CMCSA
$99.5B
$23.7K 0.01%
643
-201
EMR icon
182
Emerson Electric
EMR
$77.2B
$23.6K 0.01%
215
ADBE icon
183
Adobe
ADBE
$145B
$23.4K 0.01%
61
+3
IEI icon
184
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
$23.2K 0.01%
+196
TDS icon
185
Telephone and Data Systems
TDS
$4.55B
$22.9K 0.01%
591
-445
CLX icon
186
Clorox
CLX
$12.8B
$22.8K 0.01%
155
BUCK icon
187
Simplify Stable Income ETF
BUCK
$358M
$22.2K 0.01%
+900
IEFA icon
188
iShares Core MSCI EAFE ETF
IEFA
$161B
$22.1K 0.01%
292
SCHI icon
189
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.91B
$21.8K 0.01%
970
RCL icon
190
Royal Caribbean
RCL
$70.3B
$21.8K 0.01%
106
+6
BND icon
191
Vanguard Total Bond Market
BND
$142B
$21.7K 0.01%
295
CHRW icon
192
C.H. Robinson
CHRW
$18.6B
$21.5K 0.01%
210
SCHA icon
193
Schwab U.S Small- Cap ETF
SCHA
$19.4B
$21.3K 0.01%
910
FCOR icon
194
Fidelity Corporate Bond ETF
FCOR
$297M
$21.3K 0.01%
+454
CMDY icon
195
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$307M
$21.3K 0.01%
410
VEU icon
196
Vanguard FTSE All-World ex-US ETF
VEU
$52.7B
$21.2K 0.01%
350
TROW icon
197
T. Rowe Price
TROW
$23.3B
$21.2K 0.01%
231
-110
DOC icon
198
Healthpeak Properties
DOC
$11.8B
$20.2K 0.01%
1,000
USB icon
199
US Bancorp
USB
$79.7B
$20.2K 0.01%
478
+253
SCHE icon
200
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$20K 0.01%
727
6 7
8
9 10