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
$161M
AUM Growth
+$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.39M
3
+$1.19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$957K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$941K

Top Sells

1
+$115K
2
+$88.8K
3
+$86.8K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$56.7K
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$54.4K

Sector Composition

1 Financials 0.66%
2 Healthcare 0.58%
3 Technology 0.5%
4 Consumer Discretionary 0.4%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-50
227
– –
0
228
$0 ﹤0.01%
11
229
$0 ﹤0.01%
5
-200
230
$0 ﹤0.01%
+7
231
$0 ﹤0.01%
+2
232
– –
-95
233
$0 ﹤0.01%
+1
234
– –
-68
235
$0 ﹤0.01%
1
236
$0 ﹤0.01%
1
237
$0 ﹤0.01%
+1
238
$0 ﹤0.01%
+4
239
$0 ﹤0.01%
+1
240
$0 ﹤0.01%
1
241
$0 ﹤0.01%
+2
242
– –
0
243
– –
0
244
$0 ﹤0.01%
+9
245
$0 ﹤0.01%
+1
6 7 8 9
10