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
326
$2.83K ﹤0.01%
20
327
$2.76K ﹤0.01%
149
328
$2.74K ﹤0.01%
12
329
$2.68K ﹤0.01%
6
330
$2.63K ﹤0.01%
6
331
$2.6K ﹤0.01%
19
332
$2.59K ﹤0.01%
70
333
$2.58K ﹤0.01%
38
334
$2.52K ﹤0.01%
55
335
$2.51K ﹤0.01%
53
336
$2.51K ﹤0.01%
+135
337
$2.5K ﹤0.01%
52
338
$2.46K ﹤0.01%
69
339
$2.45K ﹤0.01%
10
340
$2.44K ﹤0.01%
18
341
$2.42K ﹤0.01%
102
342
$2.36K ﹤0.01%
3
343
$2.35K ﹤0.01%
5
344
$2.34K ﹤0.01%
22
345
$2.33K ﹤0.01%
15
346
$2.24K ﹤0.01%
18
347
$2.19K ﹤0.01%
32
348
$2.17K ﹤0.01%
46
349
$2.15K ﹤0.01%
10
350
$2.15K ﹤0.01%
93
12 13
14
15 16