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
$262M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$683K
3
+$632K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$616K
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$594K

Top Sells

1
+$43.7K
2
+$33.2K
3
+$32.7K
4
GE icon
GE Aerospace
GE
+$24.5K
5
MMM icon
3M
MMM
+$17.3K

Sector Composition

1 Financials 1.35%
2 Technology 0.71%
3 Healthcare 0.56%
4 Industrials 0.47%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.71K ﹤0.01%
204
227
$8.63K ﹤0.01%
222
228
$8.56K ﹤0.01%
60
229
$8.41K ﹤0.01%
51
230
$8.36K ﹤0.01%
28
231
$8.26K ﹤0.01%
150
232
$8.12K ﹤0.01%
45
233
$8K ﹤0.01%
166
234
$7.92K ﹤0.01%
+412
235
$7.88K ﹤0.01%
33
236
$7.64K ﹤0.01%
181
237
$7.48K ﹤0.01%
63
238
$7.43K ﹤0.01%
74
239
$7.42K ﹤0.01%
+169
240
$7.31K ﹤0.01%
41
241
$7.25K ﹤0.01%
+137
242
$7.01K ﹤0.01%
31
243
$7.01K ﹤0.01%
+351
244
$6.9K ﹤0.01%
23
245
$6.85K ﹤0.01%
165
246
$6.75K ﹤0.01%
915
247
$6.69K ﹤0.01%
48
248
$6.61K ﹤0.01%
34
249
$6.53K ﹤0.01%
588
250
$6.49K ﹤0.01%
+122
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