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
51
$390K 0.44%
+18,493
52
$373K 0.42%
+634
53
$345K 0.39%
+1,662
54
$340K 0.38%
+1,810
55
$313K 0.35%
+1,199
56
$294K 0.33%
+5,465
57
$288K 0.32%
+13,836
58
$284K 0.32%
+1,847
59
$271K 0.3%
+10,648
60
$254K 0.28%
+1,930
61
$235K 0.26%
+1,068
62
$225K 0.25%
+10,093
63
$204K 0.23%
+8,401
64
$126K 0.14%
+10,944
1 2
3