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
251
$450 ﹤0.01%
24
252
$447 ﹤0.01%
11
253
$424 ﹤0.01%
48
254
$390 ﹤0.01%
15
+1
255
$362 ﹤0.01%
6
+1
256
$335 ﹤0.01%
15
257
$283 ﹤0.01%
23
+5
258
$250 ﹤0.01%
2
259
$248 ﹤0.01%
8
+1
260
$239 ﹤0.01%
2
261
$234 ﹤0.01%
5
+1
262
$232 ﹤0.01%
3
263
$223 ﹤0.01%
5
+1
264
$217 ﹤0.01%
2
265
$208 ﹤0.01%
9
+1
266
$197 ﹤0.01%
1
267
$145 ﹤0.01%
6
268
$127 ﹤0.01%
4
269
$119 ﹤0.01%
13
270
$101 ﹤0.01%
1
271
$95 ﹤0.01%
2
272
$82 ﹤0.01%
5
273
$59 ﹤0.01%
1
274
$48 ﹤0.01%
5
275
$47 ﹤0.01%
1
9 10
11
12 13