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
$204M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.6M
3
+$3.47M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.66M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.46M

Top Sells

1
+$13.1M
2
+$7.41M
3
+$6.64M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.2M

Sector Composition

1 Financials 0.95%
2 Healthcare 0.53%
3 Technology 0.48%
4 Consumer Discretionary 0.37%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-248
302
– –
-12
303
– –
-2
304
– –
-32
305
– –
-30
306
– –
-1
307
– –
-35
308
– –
-1
309
– –
-8
310
– –
-63
311
– –
-1
312
– –
-86
313
– –
-120
314
– –
-484
315
– –
-1,028
316
– –
-194
317
– –
-234
318
– –
-688
319
– –
-36
320
– –
-2
321
– –
-86
322
– –
-20
323
– –
-10
324
– –
0
325
$0 ﹤0.01%
1
9 10 11 12
13