IHWM
Iron Horse Wealth Management Portfolio holdings
AUM
$339M
1-Year Return
10.59%
This Quarter Return
+3.49%
1 Year Return
+10.59%
3 Year Return
+29.11%
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$15M
(+8.1%)
Cap. Flow
+$8.29M
Cap. Flow
% of AUM
4.14%
Top 10 Holdings %
Top 10 Hldgs %
68.16%
Holding
383
New
56
Increased
52
Reduced
58
Closed
21
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$254K |
| 2 |
Fidelity National Financial
FNF
|
$62.6K |
| 3 |
Vanguard Growth ETF
VUG
|
$49.9K |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$48.8K |
| 5 |
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% |
