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
$262M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$683K
3
+$632K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$616K
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$594K

Top Sells

1
+$43.7K
2
+$33.2K
3
+$32.7K
4
GE icon
GE Aerospace
GE
+$24.5K
5
MMM icon
3M
MMM
+$17.3K

Sector Composition

1 Financials 1.35%
2 Technology 0.71%
3 Healthcare 0.56%
4 Industrials 0.47%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.86K ﹤0.01%
125
277
$4.78K ﹤0.01%
15
278
$4.77K ﹤0.01%
57
279
$4.73K ﹤0.01%
32
280
$4.69K ﹤0.01%
113
281
$4.54K ﹤0.01%
+228
282
$4.35K ﹤0.01%
100
283
$4.34K ﹤0.01%
17
284
$4.27K ﹤0.01%
149
285
$4.26K ﹤0.01%
18
286
$4.24K ﹤0.01%
31
287
$4.13K ﹤0.01%
15
288
$4.12K ﹤0.01%
15
289
$4.05K ﹤0.01%
131
290
$4.01K ﹤0.01%
23
291
$4.01K ﹤0.01%
85
292
$3.97K ﹤0.01%
142
293
$3.94K ﹤0.01%
100
294
$3.93K ﹤0.01%
55
295
$3.86K ﹤0.01%
55
296
$3.74K ﹤0.01%
62
297
$3.7K ﹤0.01%
139
298
$3.65K ﹤0.01%
50
299
$3.64K ﹤0.01%
20
300
$3.64K ﹤0.01%
64
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