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
401
$1.5K ﹤0.01%
18
402
$1.48K ﹤0.01%
35
403
$1.48K ﹤0.01%
12
404
$1.46K ﹤0.01%
88
405
$1.45K ﹤0.01%
67
406
$1.42K ﹤0.01%
77
407
$1.41K ﹤0.01%
20
408
$1.41K ﹤0.01%
12
409
$1.4K ﹤0.01%
70
+35
410
$1.36K ﹤0.01%
21
411
$1.34K ﹤0.01%
4
412
$1.34K ﹤0.01%
294
413
$1.25K ﹤0.01%
7
414
$1.24K ﹤0.01%
15
415
$1.23K ﹤0.01%
24
416
$1.22K ﹤0.01%
50
417
$1.21K ﹤0.01%
26
418
$1.19K ﹤0.01%
10
419
$1.16K ﹤0.01%
+64
420
$1.15K ﹤0.01%
15
421
$1.15K ﹤0.01%
17
422
$1.11K ﹤0.01%
25
423
$1.07K ﹤0.01%
42
424
$1.07K ﹤0.01%
24
425
$1.07K ﹤0.01%
120
15 16
17
18 19