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
$298M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.44%
2 Technology 1.03%
3 Industrials 0.76%
4 Healthcare 0.61%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$6.88K ﹤0.01%
343
-23
277
$6.7K ﹤0.01%
37
278
$6.59K ﹤0.01%
73
279
$6.47K ﹤0.01%
23
280
$6.33K ﹤0.01%
915
281
$6.33K ﹤0.01%
157
282
$6.31K ﹤0.01%
485
+135
283
$6.24K ﹤0.01%
60
284
$6.17K ﹤0.01%
60
285
$6.1K ﹤0.01%
27
286
$6.02K ﹤0.01%
70
287
$5.96K ﹤0.01%
26
288
$5.94K ﹤0.01%
125
289
$5.86K ﹤0.01%
176
290
$5.72K ﹤0.01%
50
291
$5.63K ﹤0.01%
80
292
$5.52K ﹤0.01%
72
293
$5.47K ﹤0.01%
50
294
$5.42K ﹤0.01%
311
295
$5.34K ﹤0.01%
87
296
$5.29K ﹤0.01%
15
297
$5.28K ﹤0.01%
92
298
$5.23K ﹤0.01%
32
299
$5.19K ﹤0.01%
121
300
$5.06K ﹤0.01%
167