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
426
$1.06K ﹤0.01%
2
427
$1.05K ﹤0.01%
7
428
$1.05K ﹤0.01%
8
429
$1.05K ﹤0.01%
+100
430
$1.04K ﹤0.01%
6
431
$1.03K ﹤0.01%
10
432
$1.03K ﹤0.01%
+360
433
$1.02K ﹤0.01%
34
434
$1.01K ﹤0.01%
5
435
$996 ﹤0.01%
14
436
$988 ﹤0.01%
10
437
$983 ﹤0.01%
8
438
$975 ﹤0.01%
38
439
$957 ﹤0.01%
10
440
$946 ﹤0.01%
+40
441
$930 ﹤0.01%
32
442
$882 ﹤0.01%
53
+1
443
$862 ﹤0.01%
36
444
$805 ﹤0.01%
16
445
$802 ﹤0.01%
12
446
$795 ﹤0.01%
12
447
$778 ﹤0.01%
2
-28
448
$776 ﹤0.01%
94
+22
449
$742 ﹤0.01%
47
450
$739 ﹤0.01%
109
16 17
18
19 20