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
$293M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.18M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.04M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.03M

Top Sells

1
+$94.1K
2
+$53.8K
3
+$46.6K
4
INTC icon
Intel
INTC
+$43.2K
5
CSCO icon
Cisco
CSCO
+$35.9K

Sector Composition

1 Financials 1.37%
2 Technology 0.72%
3 Industrials 0.62%
4 Healthcare 0.61%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.82K ﹤0.01%
92
302
$4.79K ﹤0.01%
131
303
$4.65K ﹤0.01%
55
-70
304
$4.65K ﹤0.01%
6
305
$4.54K ﹤0.01%
55
306
$4.52K ﹤0.01%
100
307
$4.5K ﹤0.01%
100
308
$4.37K ﹤0.01%
23
309
$4.35K ﹤0.01%
15
310
$4.17K ﹤0.01%
64
311
$4.17K ﹤0.01%
5
312
$4.15K ﹤0.01%
47
313
$4.12K ﹤0.01%
20
314
$4.11K ﹤0.01%
139
315
$4.08K ﹤0.01%
38
316
$4.04K ﹤0.01%
50
317
$4.01K ﹤0.01%
62
318
$4.01K ﹤0.01%
12
319
$3.96K ﹤0.01%
50
320
$3.94K ﹤0.01%
20
321
$3.94K ﹤0.01%
42
322
$3.76K ﹤0.01%
149
323
$3.63K ﹤0.01%
35
324
$3.62K ﹤0.01%
24
325
$3.57K ﹤0.01%
85
11 12
13
14 15