IW
IronOak Wealth Portfolio holdings
AUM
$103M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$103M
AUM Growth
–
Holding
64
Top Buys
| 1 | +$5.02M | |
| 2 | +$4.46M | |
| 3 | +$3.77M | |
| 4 |
Amazon
AMZN
|
+$3.42M |
| 5 |
Broadcom
AVGO
|
+$2.87M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 28.81% |
| 2 | Financials | 19.61% |
| 3 | Industrials | 7.49% |
| 4 | Communication Services | 5.88% |
| 5 | Consumer Discretionary | 5.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.06T
| $697K | 0.68% |
+1,435
|
|
||
52
Bank of New York Mellon
BK
$79.4B
| $668K | 0.65% |
+7,331
|
|
||
53
Exxon Mobil
XOM
$655B
| $661K | 0.64% |
+6,129
|
|
||
54
Franklin Income Focus ETF
INCM
$1.32B
| $629K | 0.61% |
+23,165
|
|
||
55
Arthur J. Gallagher & Co
AJG
$54.5B
| $622K | 0.6% |
+1,944
|
|
||
56
Arista Networks
ANET
$170B
| $533K | 0.52% |
+5,207
|
|
||
57
Spotify
SPOT
$108B
| $511K | 0.5% |
+666
|
|
||
58
RTX Corp
RTX
$277B
| $422K | 0.41% |
+2,891
|
|
||
59
IBM
IBM
$234B
| $407K | 0.4% |
+1,382
|
|
||
60
Plains All American Pipeline
PAA
$15B
| $310K | 0.3% |
+16,923
|
|
||
61
Janus Henderson AAA CLO ETF
JAAA
$27B
| $299K | 0.29% |
+5,884
|
|
||
62
FT Vest Fund of Buffer ETFs
BUFR
$8.61B
| $272K | 0.26% |
+8,539
|
|
||
63
NXP Semiconductors
NXPI
$48.5B
| $250K | 0.24% |
+1,137
|
|
||
64
Invesco Variable Rate Investment Grade ETF
VRIG
$1.46B
| $202K | 0.2% |
+8,055
|
|