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
251
$1.16K ﹤0.01%
20
252
$1.14K ﹤0.01%
120
253
$1.13K ﹤0.01%
25
254
$1.11K ﹤0.01%
8
255
$1.03K ﹤0.01%
9
256
$994 ﹤0.01%
33
257
$976 ﹤0.01%
53
+38
258
$973 ﹤0.01%
9
259
$970 ﹤0.01%
+97
260
$957 ﹤0.01%
15
261
$946 ﹤0.01%
35
262
$910 ﹤0.01%
47
263
$910 ﹤0.01%
9
-1
264
$904 ﹤0.01%
17
-89
265
$864 ﹤0.01%
300
266
$795 ﹤0.01%
300
267
$782 ﹤0.01%
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268
$756 ﹤0.01%
9
269
$752 ﹤0.01%
15
270
$695 ﹤0.01%
25
271
$629 ﹤0.01%
12
272
$606 ﹤0.01%
100
273
$605 ﹤0.01%
13
274
$586 ﹤0.01%
83
-416
275
$568 ﹤0.01%
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12 13