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
$185M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.09M
3
+$8.57M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.5M

Top Sells

1
+$13K
2
+$6K
3
+$3.11K
4
UAA icon
Under Armour
UAA
+$1.42K

Sector Composition

1 Financials 0.97%
2 Healthcare 0.64%
3 Technology 0.41%
4 Consumer Discretionary 0.38%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$0 ﹤0.01%
+7
277
$0 ﹤0.01%
2
278
$0 ﹤0.01%
1
279
$0 ﹤0.01%
+13
280
$0 ﹤0.01%
1
281
$0 ﹤0.01%
104
+100
282
– –
-340
283
$0 ﹤0.01%
1
284
– –
-160
285
$0 ﹤0.01%
+1
286
$0 ﹤0.01%
+40
287
$0 ﹤0.01%
+6
288
$0 ﹤0.01%
24
+16
289
$0 ﹤0.01%
15
+12
8 9 10 11
12