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
$200M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$743K
3
+$722K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$700K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$632K

Top Sells

1
+$254K
2
+$62.6K
3
+$49.9K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$48.8K
5
GE icon
GE Aerospace
GE
+$31.7K

Sector Composition

1 Financials 0.83%
2 Healthcare 0.53%
3 Technology 0.43%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.93K ﹤0.01%
50
227
$1.93K ﹤0.01%
+25
228
$1.92K ﹤0.01%
+19
229
$1.91K ﹤0.01%
+17
230
$1.91K ﹤0.01%
250
231
$1.89K ﹤0.01%
4
-21
232
$1.89K ﹤0.01%
+18
233
$1.88K ﹤0.01%
+19
234
$1.87K ﹤0.01%
29
-46
235
$1.83K ﹤0.01%
+8
236
$1.8K ﹤0.01%
50
237
$1.8K ﹤0.01%
+8
238
$1.78K ﹤0.01%
+8
239
$1.77K ﹤0.01%
6
-28
240
$1.77K ﹤0.01%
109
241
$1.75K ﹤0.01%
+9
242
$1.69K ﹤0.01%
7
-40
243
$1.69K ﹤0.01%
+32
244
$1.67K ﹤0.01%
10
245
$1.66K ﹤0.01%
+4
246
$1.66K ﹤0.01%
+11
247
$1.59K ﹤0.01%
10
248
$1.48K ﹤0.01%
32
249
$1.46K ﹤0.01%
130
250
$1.43K ﹤0.01%
+50
8 9
10
11 12