IHWM
Iron Horse Wealth Management Portfolio holdings
AUM
$339M
This Quarter Return
-4.06%
1 Year Return
+10.59%
3 Year Return
+29.11%
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
+$182M
(+2.3%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
6.92%
Top 10 Holdings %
Top 10 Hldgs %
63.28%
Holding
279
New
33
Increased
53
Reduced
34
Closed
29
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Innoviz Technologies
INVZ
$305M
| – | – |
-14
| Closed | – |
|
277
GE Aerospace
GE
$293B
| – | – |
-1,409
| Closed | -$133K |
|
278
General Motors
GM
$55B
| $0 | ﹤0.01% |
1
-22
| -96% | – |
|
279
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $0 | ﹤0.01% |
2
| – | – |
|