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
TXN icon
201
Texas Instruments
TXN
$166B
$22.6K 0.01%
109
TROW icon
202
T. Rowe Price
TROW
$22.9B
$22.3K 0.01%
231
SCHI icon
203
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.94B
$22.1K 0.01%
970
AVB icon
204
AvalonBay Communities
AVB
$25.7B
$22K 0.01%
108
+103
SCHE icon
205
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$21.9K 0.01%
727
SLG icon
206
SL Green Realty
SLG
$3.23B
$21.7K 0.01%
+351
VOOV icon
207
Vanguard S&P 500 Value ETF
VOOV
$5.9B
$21.1K 0.01%
+112
TDS icon
208
Telephone and Data Systems
TDS
$4.54B
$21K 0.01%
591
ASML icon
209
ASML
ASML
$443B
$20.8K 0.01%
26
+14
CMDY icon
210
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$305M
$20.7K 0.01%
410
FNDC icon
211
Schwab Fundamental International Small Company Index ETF
FNDC
$3.02B
$20.4K 0.01%
486
VTWV icon
212
Vanguard Russell 2000 Value ETF
VTWV
$875M
$20.2K 0.01%
+145
CHRW icon
213
C.H. Robinson
CHRW
$18.8B
$20.1K 0.01%
210
GD icon
214
General Dynamics
GD
$91.3B
$19.8K 0.01%
68
-2
HDV icon
215
iShares Core High Dividend ETF
HDV
$11.8B
$19.7K 0.01%
168
+158
IUSG icon
216
iShares Core S&P US Growth ETF
IUSG
$26.2B
$19.3K 0.01%
+128
RSP icon
217
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
$19.1K 0.01%
105
CSCO icon
218
Cisco
CSCO
$307B
$19K 0.01%
274
VMBS icon
219
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$19K 0.01%
409
FBTC icon
220
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.3B
$18.8K 0.01%
200
NEE icon
221
NextEra Energy
NEE
$177B
$18.7K 0.01%
269
SPLV icon
222
Invesco S&P 500 Low Volatility ETF
SPLV
$7.49B
$18.6K 0.01%
+256
CLX icon
223
Clorox
CLX
$12.8B
$18.6K 0.01%
155
IR icon
224
Ingersoll Rand
IR
$31.5B
$18.3K 0.01%
220
CB icon
225
Chubb
CB
$116B
$18K 0.01%
62