IHWM
Iron Horse Wealth Management Portfolio holdings
AUM
$339M
1-Year Return
10.59%
This Quarter Return
-0.46%
1 Year Return
+10.59%
3 Year Return
+29.11%
5 Year Return
–
10 Year Return
–
AUM
$312M
AUM Growth
+$13.5M
(+4.5%)
Cap. Flow
+$15.7M
Cap. Flow
% of AUM
5.04%
Top 10 Holdings %
Top 10 Hldgs %
69.97%
Holding
649
New
139
Increased
147
Reduced
77
Closed
53
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$32.9M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
+$7.82M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.4M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.32M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.13M |
Top Sells
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$8.22M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$7.62M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
+$7.47M |
| 4 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
+$6.58M |
| 5 |
Global X US Preferred ETF
PFFD
|
+$2.73M |
Sector Composition
| 1 | Financials | 1.57% |
| 2 | Technology | 0.78% |
| 3 | Industrials | 0.75% |
| 4 | Healthcare | 0.69% |
| 5 | Consumer Staples | 0.49% |
