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
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.04M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.03M

Top Sells

1
+$94.1K
2
+$53.8K
3
+$46.6K
4
INTC icon
Intel
INTC
+$43.2K
5
CSCO icon
Cisco
CSCO
+$35.9K

Sector Composition

1 Financials 1.37%
2 Technology 0.72%
3 Industrials 0.62%
4 Healthcare 0.61%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.9K ﹤0.01%
1,032
227
$10.9K ﹤0.01%
191
228
$10.8K ﹤0.01%
343
229
$10.7K ﹤0.01%
28
230
$10.5K ﹤0.01%
142
+55
231
$10.4K ﹤0.01%
286
232
$10.4K ﹤0.01%
50
233
$10.3K ﹤0.01%
408
234
$10.3K ﹤0.01%
225
235
$10.2K ﹤0.01%
51
236
$9.83K ﹤0.01%
51
237
$9.77K ﹤0.01%
21
+10
238
$9.5K ﹤0.01%
204
239
$9.49K ﹤0.01%
222
240
$9.39K ﹤0.01%
+43
241
$9.35K ﹤0.01%
150
242
$9.03K ﹤0.01%
53
+30
243
$8.82K ﹤0.01%
1,200
244
$8.67K ﹤0.01%
32
245
$8.65K ﹤0.01%
166
246
$8.59K ﹤0.01%
110
+55
247
$8.59K ﹤0.01%
366
-1,840
248
$8.47K ﹤0.01%
36
249
$8.47K ﹤0.01%
412
250
$8.4K ﹤0.01%
169
8 9
10
11 12