IHWM

Iron Horse Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 10.59%
This Fund
S&P 500
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
+$1.47M
2
+$1.16M
3
+$1.01M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$997K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$993K

Top Sells

1
+$85.6K
2
+$53K
3
+$46.5K
4
INTC icon
Intel
INTC
+$46K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$34.2K

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
451
$736 ﹤0.01%
12
452
$720 ﹤0.01%
8
453
$677 ﹤0.01%
8
454
$667 ﹤0.01%
9
455
$627 ﹤0.01%
189
456
$562 ﹤0.01%
6
+1
457
$545 ﹤0.01%
3
458
$532 ﹤0.01%
4
459
$520 ﹤0.01%
26
460
$502 ﹤0.01%
11
461
$494 ﹤0.01%
5
462
$492 ﹤0.01%
3
463
$485 ﹤0.01%
16
464
$424 ﹤0.01%
6
465
$412 ﹤0.01%
8
466
$381 ﹤0.01%
15
467
$358 ﹤0.01%
+39
468
$333 ﹤0.01%
8
469
$308 ﹤0.01%
2
470
$288 ﹤0.01%
9
471
$274 ﹤0.01%
10
+1
472
$267 ﹤0.01%
3
473
$258 ﹤0.01%
3
474
$253 ﹤0.01%
5
475
$251 ﹤0.01%
2
17 18
19
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