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
326
$3.55K ﹤0.01%
4
327
$3.5K ﹤0.01%
311
328
$3.49K ﹤0.01%
26
329
$3.47K ﹤0.01%
73
330
$3.47K ﹤0.01%
125
331
$3.33K ﹤0.01%
29
332
$3.31K ﹤0.01%
15
333
$3.28K ﹤0.01%
55
334
$3.25K ﹤0.01%
9
335
$3.22K ﹤0.01%
40
+20
336
$3.15K ﹤0.01%
3
337
$3.15K ﹤0.01%
+1
338
$3.1K ﹤0.01%
6
339
$3.09K ﹤0.01%
18
340
$3.06K ﹤0.01%
56
341
$3.05K ﹤0.01%
19
342
$2.93K ﹤0.01%
38
343
$2.9K ﹤0.01%
17
344
$2.83K ﹤0.01%
69
345
$2.76K ﹤0.01%
12
346
$2.73K ﹤0.01%
93
347
$2.73K ﹤0.01%
70
348
$2.7K ﹤0.01%
15
349
$2.63K ﹤0.01%
20
350
$2.62K ﹤0.01%
+70
12 13
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