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
351
$2.12K ﹤0.01%
7
352
$2.12K ﹤0.01%
71
353
$2.04K ﹤0.01%
37
354
$1.98K ﹤0.01%
17
355
$1.98K ﹤0.01%
64
356
$1.96K ﹤0.01%
35
357
$1.93K ﹤0.01%
32
358
$1.92K ﹤0.01%
19
359
$1.87K ﹤0.01%
9
360
$1.86K ﹤0.01%
49
361
$1.84K ﹤0.01%
25
362
$1.83K ﹤0.01%
11
363
$1.81K ﹤0.01%
40
364
$1.79K ﹤0.01%
42
365
$1.79K ﹤0.01%
47
366
$1.79K ﹤0.01%
35
367
$1.71K ﹤0.01%
130
368
$1.7K ﹤0.01%
131
369
$1.67K ﹤0.01%
32
370
$1.66K ﹤0.01%
9
371
$1.63K ﹤0.01%
4
372
$1.61K ﹤0.01%
95
373
$1.6K ﹤0.01%
10
374
$1.58K ﹤0.01%
+39
375
$1.55K ﹤0.01%
56
13 14
15
16 17