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
251
$6.28K ﹤0.01%
200
252
$6.24K ﹤0.01%
91
-10
253
$6.21K ﹤0.01%
60
254
$6.18K ﹤0.01%
60
255
$5.96K ﹤0.01%
291
256
$5.92K ﹤0.01%
1,200
257
$5.88K ﹤0.01%
50
258
$5.82K ﹤0.01%
157
259
$5.68K ﹤0.01%
73
260
$5.64K ﹤0.01%
37
261
$5.5K ﹤0.01%
87
262
$5.38K ﹤0.01%
72
263
$5.34K ﹤0.01%
150
264
$5.32K ﹤0.01%
27
265
$5.29K ﹤0.01%
26
266
$5.16K ﹤0.01%
11
267
$5.12K ﹤0.01%
47
268
$5.11K ﹤0.01%
5
269
$5.08K ﹤0.01%
80
270
$5.07K ﹤0.01%
+251
271
$5.03K ﹤0.01%
121
272
$5.01K ﹤0.01%
87
273
$4.98K ﹤0.01%
92
274
$4.95K ﹤0.01%
6
275
$4.91K ﹤0.01%
95
9 10
11
12 13