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
426
$735 ﹤0.01%
15
427
$731 ﹤0.01%
109
428
$729 ﹤0.01%
52
+1
429
$698 ﹤0.01%
12
430
$661 ﹤0.01%
8
+1
431
$655 ﹤0.01%
47
432
$620 ﹤0.01%
9
433
$607 ﹤0.01%
26
434
$584 ﹤0.01%
189
435
$536 ﹤0.01%
72
436
$533 ﹤0.01%
5
437
$481 ﹤0.01%
5
438
$474 ﹤0.01%
3
439
$473 ﹤0.01%
35
440
$473 ﹤0.01%
+8
441
$468 ﹤0.01%
11
442
$438 ﹤0.01%
16
+1
443
$416 ﹤0.01%
+3
444
$413 ﹤0.01%
4
445
$398 ﹤0.01%
6
446
$357 ﹤0.01%
+15
447
$330 ﹤0.01%
300
448
$326 ﹤0.01%
8
449
$282 ﹤0.01%
2
450
$269 ﹤0.01%
9
+1
16 17
18
19 20