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 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%
1
277
-160
278
$0 ﹤0.01%
+5
279
$0 ﹤0.01%
2
280
$0 ﹤0.01%
+17
281
0
282
$0 ﹤0.01%
1
283
$0 ﹤0.01%
+40
284
$0 ﹤0.01%
+4
285
$0 ﹤0.01%
+5
286
$0 ﹤0.01%
1
287
$0 ﹤0.01%
1
288
$0 ﹤0.01%
5
289
$0 ﹤0.01%
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