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
376
$2.06K ﹤0.01%
40
377
$2.03K ﹤0.01%
25
378
$1.98K ﹤0.01%
42
379
$1.94K ﹤0.01%
11
380
$1.91K ﹤0.01%
32
381
$1.91K ﹤0.01%
130
382
$1.9K ﹤0.01%
10
383
$1.88K ﹤0.01%
64
384
$1.88K ﹤0.01%
350
+108
385
$1.87K ﹤0.01%
18
+9
386
$1.86K ﹤0.01%
44
387
$1.85K ﹤0.01%
56
388
$1.84K ﹤0.01%
47
389
$1.84K ﹤0.01%
4
390
$1.83K ﹤0.01%
95
391
$1.83K ﹤0.01%
39
392
$1.78K ﹤0.01%
32
393
$1.76K ﹤0.01%
50
-293
394
$1.74K ﹤0.01%
20
395
$1.73K ﹤0.01%
30
+15
396
$1.7K ﹤0.01%
25
397
$1.7K ﹤0.01%
9
398
$1.65K ﹤0.01%
+45
399
$1.57K ﹤0.01%
13
400
$1.55K ﹤0.01%
10
14 15
16
17 18