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
201
$6.7K ﹤0.01%
850
202
$6.64K ﹤0.01%
+80
203
$6.58K ﹤0.01%
+36
204
$6.54K ﹤0.01%
+107
205
$6.49K ﹤0.01%
+915
206
$6.37K ﹤0.01%
+70
207
$6.31K ﹤0.01%
31
208
$6.2K ﹤0.01%
64
+45
209
$6.09K ﹤0.01%
23
+3
210
$6.04K ﹤0.01%
+165
211
$5.99K ﹤0.01%
+108
212
$5.98K ﹤0.01%
+80
213
$5.93K ﹤0.01%
63
+2
214
$5.78K ﹤0.01%
+48
215
$5.67K ﹤0.01%
+71
216
$5.62K ﹤0.01%
+28
217
$5.55K ﹤0.01%
+82
218
$5.46K ﹤0.01%
200
219
$5.41K ﹤0.01%
34
+22
220
$5.4K ﹤0.01%
+100
221
$5.31K ﹤0.01%
+33
222
$5.31K ﹤0.01%
+50
223
$5.25K ﹤0.01%
+157
224
$5.23K ﹤0.01%
+26
225
$5.22K ﹤0.01%
+84
7 8
9
10 11