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
251
$8.34K ﹤0.01%
70
252
$8.13K ﹤0.01%
351
253
$8.12K ﹤0.01%
41
254
$8.05K ﹤0.01%
30
+15
255
$7.91K ﹤0.01%
63
256
$7.86K ﹤0.01%
181
257
$7.82K ﹤0.01%
46
258
$7.71K ﹤0.01%
60
259
$7.66K ﹤0.01%
148
+35
260
$7.64K ﹤0.01%
31
261
$7.63K ﹤0.01%
91
262
$7.51K ﹤0.01%
165
263
$7.33K ﹤0.01%
120
+60
264
$7.2K ﹤0.01%
123
+1
265
$7.14K ﹤0.01%
200
266
$7.08K ﹤0.01%
27
+9
267
$7.02K ﹤0.01%
34
268
$6.98K ﹤0.01%
50
+25
269
$6.95K ﹤0.01%
51
+20
270
$6.88K ﹤0.01%
48
271
$6.77K ﹤0.01%
915
272
$6.75K ﹤0.01%
37
273
$6.65K ﹤0.01%
73
274
$6.52K ﹤0.01%
157
275
$6.5K ﹤0.01%
588
9 10
11
12 13