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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.3M
3
+$12.6M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.13M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.81%
2 Financials 0.61%
3 Technology 0.58%
4 Industrials 0.48%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$312K 0.25%
+830
27
$295K 0.24%
+2,480
28
$265K 0.21%
+8,769
29
$229K 0.18%
+4,066
30
$217K 0.17%
+3,948
31
$204K 0.16%
+4,069
32
$197K 0.16%
+1,844
33
$194K 0.16%
+3,503
34
$189K 0.15%
+706
35
$185K 0.15%
+4,175
36
$178K 0.14%
+5,791
37
$176K 0.14%
+3,554
38
$173K 0.14%
+12,200
39
$167K 0.13%
+2,525
40
$167K 0.13%
+789
41
$166K 0.13%
+2,388
42
$163K 0.13%
+704
43
$158K 0.13%
+588
44
$150K 0.12%
+2,792
45
$150K 0.12%
+4,544
46
$138K 0.11%
+2,847
47
$128K 0.1%
+1,513
48
$122K 0.1%
+874
49
$118K 0.09%
+2,359
50
$103K 0.08%
+1,343
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