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
451
$253 ﹤0.01%
3
452
$252 ﹤0.01%
9
453
$250 ﹤0.01%
5
454
$245 ﹤0.01%
3
455
$235 ﹤0.01%
13
456
$234 ﹤0.01%
5
457
$226 ﹤0.01%
2
458
$202 ﹤0.01%
8
459
$198 ﹤0.01%
12
460
$183 ﹤0.01%
7
-2
461
$159 ﹤0.01%
32
462
$145 ﹤0.01%
100
463
$141 ﹤0.01%
+1
464
$133 ﹤0.01%
4
465
$116 ﹤0.01%
+3
466
$106 ﹤0.01%
5
467
$95 ﹤0.01%
2
468
$92 ﹤0.01%
20
469
$86 ﹤0.01%
15
470
$74 ﹤0.01%
3
471
$66 ﹤0.01%
1
472
$49 ﹤0.01%
12
473
$47 ﹤0.01%
1
474
$43 ﹤0.01%
1
475
$36 ﹤0.01%
+2
16 17 18
19
20