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
$204M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.6M
3
+$3.47M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.46M

Top Sells

1
+$13.1M
2
+$7.41M
3
+$6.64M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.2M

Sector Composition

1 Financials 0.95%
2 Healthcare 0.53%
3 Technology 0.48%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$47 ﹤0.01%
12
277
$39 ﹤0.01%
1
278
$33 ﹤0.01%
4
279
$21 ﹤0.01%
2
280
$15 ﹤0.01%
4
281
$12 ﹤0.01%
1
282
$12 ﹤0.01%
1
283
$6 ﹤0.01%
1
284
– –
-100
285
– –
-35
286
– –
0
287
– –
-1
288
– –
-150
289
– –
-34
290
– –
-114
291
– –
-72
292
– –
-99
293
– –
-173
294
– –
-13
295
– –
-120
296
– –
-23
297
– –
-219
298
– –
-71
299
– –
-103
300
– –
-9
9 10 11
12
13