IW

IronOak Wealth Portfolio holdings

AUM $103M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$3.83M
3
+$3.5M
4
NVDA icon
NVIDIA
NVDA
+$3.43M
5
AMZN icon
Amazon
AMZN
+$3.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.67%
2 Financials 10.77%
3 Communication Services 8.43%
4 Consumer Discretionary 8.05%
5 Healthcare 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 1.49%
+4,220
27
$1.31M 1.47%
+1,695
28
$1.27M 1.42%
+3,797
29
$1.23M 1.38%
+6,243
30
$1.09M 1.22%
+2,192
31
$1.08M 1.21%
+24,489
32
$1.04M 1.16%
+9,400
33
$998K 1.12%
+16,411
34
$954K 1.07%
+19,126
35
$932K 1.04%
+8,203
36
$931K 1.04%
+16,410
37
$922K 1.03%
+38,122
38
$890K 1%
+36,523
39
$883K 0.99%
+6,133
40
$862K 0.97%
+6,252
41
$860K 0.96%
+7,460
42
$846K 0.95%
+10,039
43
$813K 0.91%
+1,368
44
$810K 0.91%
+3,380
45
$765K 0.86%
+3,082
46
$633K 0.71%
+4,101
47
$623K 0.7%
+1,546
48
$587K 0.66%
+2,026
49
$548K 0.61%
+1,931
50
$398K 0.45%
+2,391
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