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
$134M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.34M
3
+$538K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$449K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$385K

Top Sells

1
+$1.16M
2
+$160K
3
+$48.1K
4
CHRW icon
C.H. Robinson
CHRW
+$47.5K
5
USRT icon
iShares Core US REIT ETF
USRT
+$33K

Sector Composition

1 Financials 0.71%
2 Healthcare 0.7%
3 Technology 0.54%
4 Industrials 0.51%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$330K 0.25%
830
27
$316K 0.24%
2,405
-75
28
$226K 0.17%
2,680
-1,900
29
$220K 0.16%
4,016
-50
30
$219K 0.16%
3,353
-150
31
$218K 0.16%
12,200
32
$213K 0.16%
3,554
33
$211K 0.16%
827
+123
34
$209K 0.16%
558
-30
35
$208K 0.16%
3,948
36
$201K 0.15%
1,844
37
$201K 0.15%
2,456
-69
38
$194K 0.15%
706
39
$183K 0.14%
2,792
40
$177K 0.13%
2,352
-36
41
$176K 0.13%
3,500
-569
42
$171K 0.13%
3,934
-241
43
$169K 0.13%
789
44
$165K 0.12%
5,567
-224
45
$159K 0.12%
1,513
46
$151K 0.11%
2,359
47
$146K 0.11%
2,607
+121
48
$128K 0.1%
4,237
-307
49
$118K 0.09%
874
50
$116K 0.09%
2,216
-631
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2
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