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
$182M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$1.56M
3
+$1.37M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$988K
5
VB icon
Vanguard Small-Cap ETF
VB
+$960K

Top Sells

1
+$5.56M
2
+$5.43M
3
+$227K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$155K
5
GE icon
GE Aerospace
GE
+$133K

Sector Composition

1 Financials 0.75%
2 Healthcare 0.66%
3 Technology 0.53%
4 Consumer Discretionary 0.43%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-28
277
$0 ﹤0.01%
9
278
– –
-200
279
– –
-10
8 9 10 11
12