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%
25
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30
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+25
230
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33
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+23
232
$1K ﹤0.01%
100
233
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+3
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+10
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+20
236
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+2
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$1K ﹤0.01%
10
-1
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+43
239
$1K ﹤0.01%
17
-639
240
$1K ﹤0.01%
50
241
$1K ﹤0.01%
+73
242
$1K ﹤0.01%
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$1K ﹤0.01%
+21
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$0 ﹤0.01%
+1
245
$0 ﹤0.01%
+5
246
$0 ﹤0.01%
+45
247
$0 ﹤0.01%
+12
248
$0 ﹤0.01%
+9
249
– –
-50
250
$0 ﹤0.01%
1
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