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
$200M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$743K
3
+$722K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$700K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$632K

Top Sells

1
+$254K
2
+$62.6K
3
+$49.9K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$48.8K
5
GE icon
GE Aerospace
GE
+$31.7K

Sector Composition

1 Financials 0.83%
2 Healthcare 0.53%
3 Technology 0.43%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$543 ﹤0.01%
8
277
$540 ﹤0.01%
7
278
$467 ﹤0.01%
11
-62
279
$465 ﹤0.01%
48
-277
280
$449 ﹤0.01%
5
281
$424 ﹤0.01%
18
+1
282
$396 ﹤0.01%
14
283
$391 ﹤0.01%
24
284
$351 ﹤0.01%
5
285
$328 ﹤0.01%
15
286
$246 ﹤0.01%
7
287
$241 ﹤0.01%
2
288
$238 ﹤0.01%
2
289
$238 ﹤0.01%
15
290
$230 ﹤0.01%
3
291
$229 ﹤0.01%
4
292
$224 ﹤0.01%
4
293
$213 ﹤0.01%
2
294
$210 ﹤0.01%
12
295
$206 ﹤0.01%
1
296
$202 ﹤0.01%
8
297
$146 ﹤0.01%
6
298
$124 ﹤0.01%
13
299
$112 ﹤0.01%
4
300
$93 ﹤0.01%
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