IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$734K
3
+$723K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$692K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$616K

Top Sells

1
+$251K
2
+$70.4K
3
+$48.6K
4
VUG icon
Vanguard Growth ETF
VUG
+$46.7K
5
CVX icon
Chevron
CVX
+$30.3K

Sector Composition

1 Financials 0.83%
2 Healthcare 0.53%
3 Technology 0.43%
4 Consumer Discretionary 0.36%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$79 ﹤0.01%
2
302
$75 ﹤0.01%
+5
303
$72 ﹤0.01%
+10
304
$70 ﹤0.01%
2
305
$64 ﹤0.01%
2
306
$60 ﹤0.01%
1
307
$53 ﹤0.01%
5
308
$44 ﹤0.01%
1
309
$39 ﹤0.01%
1
310
$37 ﹤0.01%
1
311
$24 ﹤0.01%
+1
312
$24 ﹤0.01%
4
-100
313
$23 ﹤0.01%
2
314
$19 ﹤0.01%
1
315
$12 ﹤0.01%
4
316
$11 ﹤0.01%
1
317
$10 ﹤0.01%
1
318
$8 ﹤0.01%
1
319
$6 ﹤0.01%
1
320
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-16
321
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0
322
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-70
323
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-237
324
– –
-85
325
– –
-1
10 11 12
13
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