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
$204M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.6M
3
+$3.47M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.46M

Top Sells

1
+$13.1M
2
+$7.41M
3
+$6.64M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.2M

Sector Composition

1 Financials 0.95%
2 Healthcare 0.53%
3 Technology 0.48%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.2K ﹤0.01%
96
-48
227
$1.13K ﹤0.01%
20
228
$1.12K ﹤0.01%
+20
229
$1.02K ﹤0.01%
300
230
$1.01K ﹤0.01%
25
231
$987 ﹤0.01%
9
232
$981 ﹤0.01%
34
+1
233
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10
+1
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$904 ﹤0.01%
15
235
$866 ﹤0.01%
120
236
$865 ﹤0.01%
97
237
$864 ﹤0.01%
17
238
$826 ﹤0.01%
6
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239
$678 ﹤0.01%
300
240
$662 ﹤0.01%
25
241
$660 ﹤0.01%
15
242
$648 ﹤0.01%
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9
+1
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100
245
$575 ﹤0.01%
7
246
$557 ﹤0.01%
9
+1
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$537 ﹤0.01%
15
248
$535 ﹤0.01%
83
249
$513 ﹤0.01%
13
250
$460 ﹤0.01%
5
8 9
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11 12