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
$185M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.33M
3
+$8.54M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.45M

Top Sells

1
+$13K
2
+$6K
3
+$3.11K
4
UAA icon
Under Armour
UAA
+$1.47K

Sector Composition

1 Financials 0.97%
2 Healthcare 0.64%
3 Technology 0.41%
4 Consumer Discretionary 0.38%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
20
227
$1K ﹤0.01%
+8
228
$1K ﹤0.01%
+15
229
$1K ﹤0.01%
25
230
$1K ﹤0.01%
25
231
$1K ﹤0.01%
+30
232
$1K ﹤0.01%
120
-170
233
$1K ﹤0.01%
+300
234
$1K ﹤0.01%
+9
235
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10
+4
236
$0 ﹤0.01%
1
237
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+40
238
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1
241
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104
+100
242
– –
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$0 ﹤0.01%
+12
249
$0 ﹤0.01%
2
250
– –
0
8 9
10
11 12