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
376
$1.55K ﹤0.01%
12
377
$1.51K ﹤0.01%
44
378
$1.47K ﹤0.01%
50
379
$1.44K ﹤0.01%
77
380
$1.44K ﹤0.01%
20
381
$1.43K ﹤0.01%
12
382
$1.42K ﹤0.01%
25
383
$1.42K ﹤0.01%
13
384
$1.41K ﹤0.01%
10
385
$1.4K ﹤0.01%
21
386
$1.37K ﹤0.01%
18
387
$1.34K ﹤0.01%
242
388
$1.28K ﹤0.01%
24
389
$1.26K ﹤0.01%
20
390
$1.23K ﹤0.01%
42
391
$1.21K ﹤0.01%
12
392
$1.2K ﹤0.01%
67
393
$1.19K ﹤0.01%
20
394
$1.18K ﹤0.01%
88
395
$1.18K ﹤0.01%
5
396
$1.17K ﹤0.01%
294
397
$1.13K ﹤0.01%
26
398
$1.11K ﹤0.01%
7
399
$1.1K ﹤0.01%
24
400
$1.1K ﹤0.01%
15
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17 18