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
401
$1.09K ﹤0.01%
4
402
$1.09K ﹤0.01%
10
403
$1.09K ﹤0.01%
17
404
$1.06K ﹤0.01%
7
405
$1.06K ﹤0.01%
8
406
$1.06K ﹤0.01%
20
407
$1.04K ﹤0.01%
15
408
$1.01K ﹤0.01%
8
409
$998 ﹤0.01%
8
410
$981 ﹤0.01%
16
411
$976 ﹤0.01%
12
412
$975 ﹤0.01%
34
413
$960 ﹤0.01%
36
414
$947 ﹤0.01%
10
415
$935 ﹤0.01%
6
416
$932 ﹤0.01%
400
-2
417
$930 ﹤0.01%
25
418
$924 ﹤0.01%
10
+1
419
$923 ﹤0.01%
14
420
$897 ﹤0.01%
10
421
$872 ﹤0.01%
2
422
$871 ﹤0.01%
32
423
$866 ﹤0.01%
9
424
$842 ﹤0.01%
38
-23
425
$800 ﹤0.01%
120
15 16
17
18 19