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

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
FDN icon
201
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.03B
$20K 0.01%
90
TXN icon
202
Texas Instruments
TXN
$166B
$19.6K 0.01%
109
+87
GD icon
203
General Dynamics
GD
$91.1B
$19.1K 0.01%
70
+2
NEE icon
204
NextEra Energy
NEE
$173B
$19.1K 0.01%
269
+214
VMBS icon
205
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$18.9K 0.01%
409
GEV icon
206
GE Vernova
GEV
$171B
$18.9K 0.01%
62
-103
CB icon
207
Chubb
CB
$116B
$18.7K 0.01%
62
+3
IYW icon
208
iShares US Technology ETF
IYW
$21.4B
$18.7K 0.01%
+133
IEMG icon
209
iShares Core MSCI Emerging Markets ETF
IEMG
$118B
$18.6K 0.01%
344
UNP icon
210
Union Pacific
UNP
$140B
$18.4K 0.01%
78
+47
VYMI icon
211
Vanguard International High Dividend Yield ETF
VYMI
$13.6B
$18.4K 0.01%
250
RSP icon
212
Invesco S&P 500 Equal Weight ETF
RSP
$75B
$18.2K 0.01%
105
+17
JAAA icon
213
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$17.7K 0.01%
+349
IPAC icon
214
iShares Core MSCI Pacific ETF
IPAC
$1.97B
$17.7K 0.01%
284
IR icon
215
Ingersoll Rand
IR
$31.6B
$17.6K 0.01%
+220
FNDC icon
216
Schwab Fundamental International Small Company Index ETF
FNDC
$3.02B
$17.6K 0.01%
486
DGRW icon
217
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$17.3K 0.01%
+216
CSCO icon
218
Cisco
CSCO
$308B
$16.9K 0.01%
274
+59
IEUR icon
219
iShares Core MSCI Europe ETF
IEUR
$6.85B
$16.1K 0.01%
267
RTX icon
220
RTX Corp
RTX
$229B
$15.9K 0.01%
120
-253
CEG icon
221
Constellation Energy
CEG
$112B
$15.7K 0.01%
78
+3
YUMC icon
222
Yum China
YUMC
$16.5B
$15.7K 0.01%
302
+1
HLI icon
223
Houlihan Lokey
HLI
$12.6B
$15.5K 0.01%
96
TRV icon
224
Travelers Companies
TRV
$62.7B
$15.3K ﹤0.01%
+58
FXH icon
225
First Trust Health Care AlphaDEX Fund
FXH
$939M
$15.1K ﹤0.01%
+146