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
351
$2.61K ﹤0.01%
135
352
$2.61K ﹤0.01%
55
353
$2.56K ﹤0.01%
126
354
$2.54K ﹤0.01%
40
+20
355
$2.53K ﹤0.01%
10
356
$2.49K ﹤0.01%
10
+1
357
$2.48K ﹤0.01%
10
358
$2.47K ﹤0.01%
71
359
$2.46K ﹤0.01%
5
360
$2.46K ﹤0.01%
102
361
$2.45K ﹤0.01%
52
362
$2.43K ﹤0.01%
18
363
$2.4K ﹤0.01%
37
364
$2.39K ﹤0.01%
22
365
$2.36K ﹤0.01%
17
366
$2.33K ﹤0.01%
49
367
$2.32K ﹤0.01%
32
368
$2.21K ﹤0.01%
46
369
$2.18K ﹤0.01%
19
370
$2.18K ﹤0.01%
+21
371
$2.17K ﹤0.01%
35
372
$2.13K ﹤0.01%
300
373
$2.11K ﹤0.01%
+175
374
$2.07K ﹤0.01%
+82
375
$2.07K ﹤0.01%
53
13 14
15
16 17