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
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.04M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.03M

Top Sells

1
+$94.1K
2
+$53.8K
3
+$46.6K
4
INTC icon
Intel
INTC
+$43.2K
5
CSCO icon
Cisco
CSCO
+$35.9K

Sector Composition

1 Financials 1.37%
2 Technology 0.72%
3 Industrials 0.62%
4 Healthcare 0.61%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6.3K ﹤0.01%
50
277
$6.29K ﹤0.01%
23
278
$6.29K ﹤0.01%
57
279
$6.19K ﹤0.01%
142
280
$5.95K ﹤0.01%
60
281
$5.92K ﹤0.01%
60
282
$5.87K ﹤0.01%
251
283
$5.85K ﹤0.01%
+176
284
$5.81K ﹤0.01%
26
285
$5.81K ﹤0.01%
27
286
$5.75K ﹤0.01%
121
287
$5.68K ﹤0.01%
72
288
$5.64K ﹤0.01%
125
289
$5.57K ﹤0.01%
32
290
$5.55K ﹤0.01%
+100
291
$5.45K ﹤0.01%
87
292
$5.38K ﹤0.01%
15
293
$5.3K ﹤0.01%
291
294
$5.16K ﹤0.01%
+167
295
$5.04K ﹤0.01%
95
296
$5.01K ﹤0.01%
80
297
$4.98K ﹤0.01%
150
298
$4.96K ﹤0.01%
149
299
$4.95K ﹤0.01%
+8
300
$4.85K ﹤0.01%
228
10 11
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