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
1
$4.98M 5.57%
+224,571
2
$3.83M 4.29%
+9,488
3
$3.5M 3.92%
+5,977
4
$3.43M 3.84%
+25,526
5
$3.35M 3.76%
+15,292
6
$3.32M 3.72%
+109,050
7
$3.26M 3.65%
+111,276
8
$3.18M 3.57%
+60,332
9
$3.04M 3.4%
+13,092
10
$2.56M 2.87%
+14,079
11
$2.48M 2.78%
+8,367
12
$2.36M 2.65%
+9,441
13
$2.26M 2.53%
+11,847
14
$2.02M 2.27%
+26,764
15
$2.02M 2.26%
+5,565
16
$2.02M 2.26%
+70,362
17
$2M 2.23%
+75,504
18
$1.94M 2.18%
+43,521
19
$1.85M 2.08%
+21,171
20
$1.77M 1.99%
+1,989
21
$1.6M 1.79%
+3,056
22
$1.52M 1.7%
+14,092
23
$1.51M 1.69%
+37,220
24
$1.51M 1.69%
+3,322
25
$1.44M 1.61%
+22,473
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