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
1
$21.9M 10.77%
212,238
+8,850
2
$19.5M 9.58%
79,031
+2,982
3
$16.9M 8.32%
222,927
+5,828
4
$16.7M 8.19%
377,214
+22,511
5
$16.3M 7.99%
159,541
+3,362
6
$12.8M 6.3%
30,029
+1,405
7
$12.7M 6.23%
290,352
+19,005
8
$12.3M 6.06%
398,237
+20,098
9
$11.6M 5.69%
216,219
+4,869
10
$9.45M 4.64%
49,964
+2,014
11
$9.17M 4.5%
44,038
+1,662
12
$7.24M 3.55%
184,579
+9,632
13
$6.76M 3.32%
42,394
+1,436
14
$6.63M 3.26%
50,641
+2,051
15
$6.56M 3.22%
348,963
-510
16
$1.08M 0.53%
26,112
+3,192
17
$925K 0.45%
30,106
-17,521
18
$899K 0.44%
23,114
-2,727
19
$812K 0.4%
13,705
+77
20
$641K 0.31%
3,746
+269
21
$614K 0.3%
1,217
+19
22
$514K 0.25%
1,466
+153
23
$457K 0.22%
1,065
+235
24
$431K 0.21%
10,555
-200
25
$416K 0.2%
16,482
-12,692
1
2 3 4 5