IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.81M
3
+$1.47M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.24M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.19M

Top Sells

1
+$206K
2
+$91.1K
3
+$85.9K
4
PHYS icon
Sprott Physical Gold
PHYS
+$65.5K
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$63K

Sector Composition

1 Financials 0.78%
2 Healthcare 0.66%
3 Technology 0.47%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
+13
227
$1K ﹤0.01%
+15
228
$1K ﹤0.01%
+25
229
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+15
230
$1K ﹤0.01%
25
231
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25
232
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30
233
$1K ﹤0.01%
40
234
$1K ﹤0.01%
+25
235
$1K ﹤0.01%
33
236
$1K ﹤0.01%
100
237
$1K ﹤0.01%
+3
238
$1K ﹤0.01%
+10
239
$1K ﹤0.01%
+20
240
$1K ﹤0.01%
+2
241
$1K ﹤0.01%
10
-1
242
$1K ﹤0.01%
+43
243
$1K ﹤0.01%
17
-639
244
– –
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245
– –
-6
246
$0 ﹤0.01%
+1
247
$0 ﹤0.01%
+11
248
– –
-1
249
$0 ﹤0.01%
+2
250
– –
-16
8 9
10
11 12