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
326
– –
-70
327
– –
-5
328
– –
-35
329
– –
-45
330
– –
-100
331
– –
-2
332
– –
-15
333
– –
-16
334
– –
0
335
– –
-70
336
– –
-237
337
– –
-85
338
– –
-1
339
– –
-15
340
– –
-2,983
341
– –
0
342
$0 ﹤0.01%
1
343
– –
-40
10 11 12 13
14