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
$262M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$683K
3
+$632K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$616K
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$594K

Top Sells

1
+$43.7K
2
+$33.2K
3
+$32.7K
4
GE icon
GE Aerospace
GE
+$24.5K
5
MMM icon
3M
MMM
+$17.3K

Sector Composition

1 Financials 1.35%
2 Technology 0.71%
3 Healthcare 0.56%
4 Industrials 0.47%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.52K ﹤0.01%
311
302
$3.5K ﹤0.01%
20
303
$3.46K ﹤0.01%
25
304
$3.33K ﹤0.01%
125
305
$3.27K ﹤0.01%
42
+18
306
$3.26K ﹤0.01%
60
307
$3.25K ﹤0.01%
23
308
$3.21K ﹤0.01%
73
309
$3.15K ﹤0.01%
3
310
$3.14K ﹤0.01%
55
311
$3.13K ﹤0.01%
35
312
$3.13K ﹤0.01%
38
313
$3.12K ﹤0.01%
40
314
$3.09K ﹤0.01%
29
315
$3.08K ﹤0.01%
26
316
$3.06K ﹤0.01%
9
317
$3.03K ﹤0.01%
4
318
$2.99K ﹤0.01%
+132
319
$2.95K ﹤0.01%
15
320
$2.93K ﹤0.01%
12
321
$2.91K ﹤0.01%
24
322
$2.88K ﹤0.01%
50
323
$2.87K ﹤0.01%
56
324
$2.87K ﹤0.01%
17
325
$2.84K ﹤0.01%
126
11 12
13
14 15